Team Members

Chris brings over 10 years of planning experience and believes that while numbers on a page are important, the people and relationships built during the process are much more meaningful. Upon graduating from Chico State in 2012, he was fortunate enough to partner with David White & Associates and has been doing so ever since.

Outside of his work, Chris has a passion for both golf and jiu-jitsu (though, he still is not that great at golf). Born and raised in the Bay Area, he now lives in Danville with his wife Katie, where they enjoy trips to wine country or Tahoe any chance they get.

David is a Financial Advisor and has been helping clients build wealth and achieve their financial goals since 2008. Upon graduating from St Mary's College, he began a career in the Financial Planning Industry.  His clientele consist of individuals, families, and business owners.

David's special interests are in helping his clients with the planning of Wealth Accumulation, Retirement Distribution, Asset Protection, Income Protection, Employee Benefits and College Education.