David White & Associates is a privately held company providing financial planning advice throughout the Greater Bay Area.

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David White & Associates

David White & Associates' headquarters in San Ramon, CA, United States

Christopher D. White

Jennifer Jones

Staci Sytkowski

Terry Adami

David Zook

Scott Pence

Matt Kay

David Lucas

Doug Walsh

Matt Dolan

David W. White

The Financial Advisory Team at David White & Associates is dedicated to delivering personalized financial planning and investment strategies to clients across the Greater Bay Area. Comprised of experienced partners and advisors, the team collaborates to assess clients' financial goals, develop tailored plans, and provide ongoing support to ensure long-term financial success and security.

Financial Advisory Team

The Recruiting and Administrative Support Team at David White & Associates is responsible for attracting top talent and ensuring smooth administrative operations within the company. They manage the recruitment process, coordinate interviews, and provide essential clerical support to enhance overall efficiency and facilitate effective communication across departments.

Recruiting and Administrative Support Team

The Leadership Team at David White & Associates is responsible for setting the strategic vision and direction of the company. They oversee operations and ensure alignment across departments, fostering a culture of collaboration and excellence in delivering financial planning services to clients in the Greater Bay Area. Their focus includes driving sales growth, enhancing client relationships, and ensuring the overall success and sustainability of the firm.

David White & Associates

Org chart

Board & advisors

Teams

Financial Advisory Team

Recruiting and Administrative Support Team

Leadership Team

Offices

David White & Associates

Org chart

Board & advisors

Teams

Financial Advisory Team

Recruiting and Administrative Support Team

Leadership Team

Offices

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