Full Financial Planning Session with a special emphasis on education savings, retirement and long term care planning. 

Located in San Ramon, David White and Associates, manages over $650 million dollars for their clients and $4 billion dollars of insurance business.  The are wealth accumulation and income distribution advisors, not captive to any one idea, service or product.

They can develop strategies to help you reach your goals and dreams. Create a guide to help you navigate the investment markets and grow your portfolio. Help to protect your assets against losses. Create a plan to help you enjoy financial security.