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: Our Services

David White & Associates  
Wealth Creation & Preservation  
3150 Crow Canyon Place, Suite 200  
San Ramon, CA 94583  




Wealth Creation and Preservation

The advisors at David White & Associates provide guidance to help you navigate today's complex financial decisions.

We provide a synergistic approach to coordinating the tax, legal and wealth strategies with attorneys, certified accountants and other divisions within David White & Associates.

Our mission is to help individuals and businesses capture the wealth they may be losing from their existing financial strategies.

Our planning process encompasses protection, savings and investing.

Our licensed professionals provide many types of services and products including Registered Investment Advisory Services from Ameritas Investment Corp. (AIC).

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Planning Services Video  


Individual & Business Planning - Individual & Business Planning
Investment Planning - Planning your Investments
Wealth Management - Our Money Management Process*A PowerPoint Presentation
Retirement Planning - Retirement Strategies
Insurance Planning - Planning for Insurance Needs.










Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation. 

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member
FINRA/SIPC.
AIC and David White & Associates are not affiliated. 



David White & Associates  |  Our Purpose  |  Our Services  |  Insurance Companies  |  Investment Companies  |  Online Quotes  |  Accumulation Website  |  Income Distribution Website  |  Opportunities  |  Brokers  |  Endorsements  |  Planning Articles  |  Links  |  Contact Us  |  Advisor Resources/Calendar  |  Calculators



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