David White & Associates
David White & Associates

David White & Associates Information

Contact top employees from David White & Associates

Summary

David White & Associates is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Ramon, California, USA. The number of employees ranges from 25 to 100. The annual revenue of David White & Associates varies between 5.0M and 25M. To connect with David White & Associates employee register on SignalHire.

Organization Website

dwassociates.com

Social Links

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Phone Number

925-277-2600

Industries

Headquarters Location

3150 Crow Canyon Place, San Ramon, CA, 94583 US

Employees Size

10-50 employees

Specialties

long term care insurance, disability insurance, life insurance, wealth protection, tx strategies, financial planning, wealth accumulation, charitable giving, hiring

DMA Code

San Francisco Bay Area

Founded

1971

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at David White & Associates shows a diverse range of experience levels:
3% have been with the company for less than 1 year8% for 1–2 years5% for 3–4 years13% for 5–7 years8% for 8–10 years64% have over 11 years of service at David White & Associates
Contact top employees from David White & Associates
Matthew Dolan
Senior Vice President
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Don Thomas
COO and Equity Director
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Christopher White
President & CEO
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Daniel Geissbuhler
Wealth Management Advisor
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Dennis Culver
Financial Advisor
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Christopher Benz
Insurance Agent for Oregon State Bar Attorneys and Judges
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Betsy Rafferty
Insurance Processor
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Staci Sytkowski
Financial Associate
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John Perlite
Associate Advisor
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Brendan Halick
Associate Financial Advisor
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Paulina Lucas
Administrative Intern
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David Lien
Financial Advisor
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Khai Mai
Financial Advisors
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JT Estes
Financial Advisor
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Max Michels
Financial Advisor
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Connor Silcox
Financial Services Professional
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Matthew Halick
Financial Advisor
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Mark Deliramich
Director, Agency Compliance
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Kirk Dobson CFP® ChFC® ChSNC®
Certified Financial Planner,
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Lisa Young
Business & Underwriting Manager
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David Zook
Financial Advisor
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David Lucas
Financial Advisor
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Howard Barto
Chartered Financial Consultant
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Anthony Fiedler
Financial Services Professional (independent)
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Brad Tarter
Financial Advisor
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FAQ

David White & Associates operates in the Finance industries. More details can be found on the official website: dwassociates.com.
The headquarters of David White & Associates are located in San Ramon, United States.
You can contact David White & Associates by phone at 925-277-2600.
David White & Associates currently employs 10-50 people.
David White & Associates's revenue is approximately 6M.

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