DAVID WHITE & ASSOCIATES

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 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..

Primary location: Irvine United States