David White & Associates Jobs in California

Company:

David White & Associates
Current Opportunities (0)
Company Website

Location(s):

3150 Crow Canyon Place
Suite 200
San Ramon, CA
94583
Map Location

Phone:

(925) 277-2600

Fax:

(925) 277-2685

Industry:

Finance / Banking / Accounting

Size:

20-49

Company Overview

Since 1971, David White & Associates has been providing Financial Planning advice throughout the Greater Bay Area.

We provide planning for individuals, small businesses and Fortune 500 companies. We also work with many California associations, including the State Bar of California with over 5,000 attorneys as clients. Wealth Accumulation, Wealth Protection & Tax Strategies encompass our planning process.

Our associates are well trained to provide many types of services and products. Some are investment advisor associates of Ameritas Investment Corp(AIC). We manage close to half a billion dollars for clients and are income distributions specialists.

We are not captive to any one idea, service or product. The client comes first.

Our mission is to help individuals and businesses capture the wealth that may be missing from their existing financial strategies by providing a synergistic approach to coordinating all the tax, legal and wealth strategies available.