Helping Individuals & businesses to grow & protect their wealth.

General Info

Since 1971, David White & Associates (DWA) has been providing Financial Planning advice throughout the greater bay area. We are one of the largest independently owned financial planning firms in the Bay Area, specializing in individual and business planning. We have over $500 million in assets under management and over 20,000 clients as of November 2011. In the early 1970’s David White and Associates was primarily involved in insurance and investment products through one company. Over the years we have diversified into hundreds of insurance company offerings and thousands of investment company offerings. David W. White, CLU, ChFC, the founder of the firm, currently holds the position as Chairman of the Board. Christopher D. White, CFP, is the President and S. Patrick Kelley, ChFC is Vice President. David W. White, Christopher D. White, and S. Patrick Kelley are the principal owners of David White and Associates. David White and Associates has grown to 30 advisors and 15 staff. We have a number of professionals in the company who deal exclusively with Employee Benefits, Retirement Planning, Life Insurance, Long Term Care Insurance, Disability Income Insurance, Income Distribution Planning, Investments* and/or Estate Planning.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 925-277-2628

Address:

3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services

Services / Products

Financial Planning, Investment Planning, Retirement Planning, Insurance Advisory, Financial Consultancy, Financial Advisory.

Associations

Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)