Matthew Halick

Partner & Financial Advisor at David White & Associates

Matthew Halick is currently a Partner & Financial Advisor at David White & Associates. Matthew previously worked as an Underwriting Assistant at Alamo Capital from March 2016 to June 2016.

Matthew Halick has a Bachelor of Science in Marketing from Lewis University. Matthew also has certification from FINRA in Series 6, Series 63, Series 65, and Series 7. Matthew also has certification from the California Department of Insurance in California Insurance License.

Their manager is Christopher D. White, President. Matthew Halick works with Oliver Orzal - Senior Partner & Financial Advisor, Doug Walsh - Vice President, and Martin Aiello - Financial Professional.


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David White & Associates

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


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