David White & Associates
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Since 1971, David White & Associates (DWA) has been providing Financial Planning advice
WELCOME
Since 1971, David White & Associates has grown to be a firm of 27 advisors and 21 staff members and has been trusted to provide independent financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and their executive teams, as well as to executives of Fortune 500 firms. David White & Associates is a partner of The National Wealth Group with offices in Southern California, Florida, New York and Texas which includes over 200 affiliated financial professionals. We enjoy giving back to the community by being actively involved in over 70 charities such as Habitat For Humanity, Terrance Kelly Youth Foundation, Alameda Meals on Wheels, Young Life, ASPCA, Leukemia Foundation, food banks, Toys for Tots, ARF, and The Taylor Family Foundation, to name a few. We are wealth accumulation, wealth protection and wealth distribution advisors not captive to any one idea, service or product. Our professionals can assist you with many aspects of the financial planning process. Our credentialed and skilled Financial Professionals strive to build relationships with each client to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving. We provide many types of services and products including:
• Developing strategies to help you reach your goals and dreams.
• Creating a guide to help you navigate the investment markets and grow your portfolio.
• Helping to protect your assets against losses and uncertainties.
• Creating a plan to help you enjoy financial security during your retirement years. David White & Associates has the power
to help make your financial plans and dreams a reality.
2000 Crow Canyon Place, Suite 250 | San Ramon, CA | 94583
Representatives offer products and services using the following business names: David White & Associates–insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC–securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
09/30/2026
There are roughly ninety days left in the year. That's still enough time to make strategic moves: maximizing retirement contributions, considering a Roth conversion, and exploring strategies to improve tax efficiency,
Let's talk now, while there's still time to act before December 31. https://www.dwassociates.com/contact
09/28/2026
If you miss the joy of it, you miss it all.
One of the shorter lessons on David's list, and one of the largest.
09/25/2026
The third quarter closes on September 30, and you'll start to see a lot of headlines about what the market did over the past ninety days.
Ninety days isn't a plan. Your time horizon, or the amount of time you'll be in the market, should be measured in years and decades, not months.
If you'd like to look at your plan and create a strategy for your time horizon, get in touch: https://www.dwassociates.com/contact
09/21/2026
We're hiring.
We are looking for a financial advisor to join our team in San Ramon. If you're client-focused and want to build something long-term with a firm that puts planning ahead of product, we'd like to meet you.
Apply here: https://www.indeed.com/job/financial-advisor-2cfa9fc88326ecdd
09/18/2026
A written note always means more than an email, especially when it's thanking someone for something they got right.
David White wrote this lesson down on his list of Life's Little Lessons, and we still believe in it today.
09/15/2026
Most business owners have disability insurance, but fewer have Business Overhead Expense Insurance, which covers rent, payroll, equipment leases, or loan payments.
BOE coverage keeps the doors open while you recover from sickness or injury.
If you own a business and haven't looked at BOE insurance yet, get in touch, and we'll help you determine if it makes sense for your situation: https://www.dwassociates.com/contact
09/14/2026
September is National Preparedness Month, which usually means flashlights and bottled water. We think there are some financial items worth adding to your preparedness list.
Where are your important documents, and does someone else know?
Do you have three to six months of expenses in cash you can actually reach?
Are your beneficiaries current?
Emergencies are easier when the paperwork isn't part of the emergency.
If you need help with financial preparedness, get in touch: https://www.dwassociates.com/contact
09/10/2026
A quarterback doesn't play every position, and neither do we.
Your financial life has a CPA, maybe an estate attorney. Each is good at their piece.
Quarterbacking your finances means making sure everyone's running the same play and talking to each other about your money.
Football season's back. We're ready to build a strategy with you.
09/08/2026
Early in your career and want to learn the financial advising business?
We're hiring a financial advisor. You'll work alongside experienced planners, sit in on client meetings, and get support to grow your own business.
Apply: https://www.indeed.com/job/financial-advisor-2cfa9fc88326ecdd
09/07/2026
We hope everyone has had a great Labor Day weekend. Whether you're spending it behind a grill, at the lake, or around the house, enjoy.
Our office is closed today, and we are back on Tuesday.
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Address
2000 Crow Canyon Place, Ste 250
San Ramon, CA
94583
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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