David White & Associates

0 followers


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

Industries

Employees

11-50

Links


Org chart

Collapse
Doug Walsh
Vice President
Matt Dolan
VP of Sales
David Lucas
Senior Partner & Financial Advisor
Matt Kay
Senior Partner & Financial Advisor
Kirk Dobson
Senior Partner & Financial Advisor
Brian Anderson
Senior Partner & Financial Professional
Oliver Orzal
Senior Partner & Financial Advisor
Terry Adami
Senior Partner & Financial Professional
Scott Pence
Senior Partner & Financial Advisor
David Zook
Senior Partner & Financial Advisor
Matthew Halick
Partner & Financial Advisor
Sheri Graybehl
MD, Recruiting Manager
Jennifer Jones
Operations Manager & Executive Assistant

Board & advisors