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.
Brian Anderson
Senior Partner & Financial Pro...
David Lien
Financial Advisor
David Lucas
Senior Partner & Financial Adv...
David Zook
Senior Partner & Financial Adv...
Kirk Dobson
Senior Partner & Financial Adv...
Matt Kay
Senior Partner & Financial Adv...
Matthew Halick
Partner & Financial Advisor
Oliver Orzal
Senior Partner & Financial Adv...
Scott Pence
Senior Partner & Financial Adv...
Terry Adami
Senior Partner & Financial Pro...
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