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David Lien Email
Financial Advisor . David White and Associates
San Ramon, CA
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Employees:
41Revenue:
$6.9MAbout
Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and Fortune 500 company executives. Our firm manages over $650 million dollars for our clients. We are wealth accumulation and income distribution advisors not captive to any one idea, service or product  Our credentialed and skilled Financial Professionals strive to build relationships with each client to help guide and navigate today’s complex financial decisions.   We provide many types of services and products including: • Developing strategies to help reach your goals and dreams. • Creating a guide to help navigate the investment markets and grow your portfolio. • Helping to protect your assets against losses/uncertainties. • Creating a plan to help you enjoy financial security during retirement years.  David White & Associates has the power to make your financial plans and dreams a reality.  Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC (www.finra.org / www.sipc.org). AIC and DWA are not affiliated. Additional products and services may be available through DA that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor directed to a resident of any jurisdiction. Request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from DWA will contact you to provide requested information. DWA  does not provide tax or legal advice. Please consult your tax advisor or attorney.   Information posted by or links to 3rd parties are not created nor endorsed by AIC or DWA astheir content cannot be guaranteed. Specialties: Financial Planning, Wealth Accumulation, Wealth Protection, Tax Strategies. Website: wwwldwassociates.com Headquarters: 3150 Crow Canyon Place Suite 200|San Ramon, CA|94583David White and Associates Address
3150 Crow Canyon PlaceSan Ramon, CA
United States