David White & Associates
Financial Services • 
San Ramon, California, United States • 51-100 Employees
Company overview
| Headquarters | 3150 Crow Canyon Place, Suite 200, San Ramon, CA 94583, US |
| Phone number | +18005482671 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Disability Insurance, Hiring, Financial Planning, Life Insurance, Charitable Giving, Long Term Care Insurance, Wealth Accumulation, Wealth Protection, Tx Strategies |
| Founded | 1971 |
| Employees | 51-100 |
| Socials |
Key Contacts at David White & Associates
Don Thomas
Coo And Equity Director
Sheri Graybehl
Assistant Marketing Director And Recruiting Assistant
Oliver Orzal
Owner
David White & Associates Email Formats
David White & Associates uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@dwassociates.com), used 82.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@dwassociates.com | 82.9% |
{first initial} | j@dwassociates.com | 5.7% |
{last name}{last name} | doedoe@dwassociates.com | 5.7% |
{first name} | john@dwassociates.com | 2.9% |
{first name}{last name} | johndoe@dwassociates.com | 2.9% |
About David White & Associates
David White & Associates is a financial planning firm that helps individuals and businesses grow and protect their wealth. They strive to serve their clients during the financial planning process through deep and meaningful relationships. They use a synergistic approach to coordinating tax, legal, and wealth strategies while working closely with attorneys and tax professionals. Their mission is to offer dedicated, creative, and professional financial problem solving.
David White & Associates revenue & valuation
| Annual revenue | $5,988,597 |
| Revenue per employee | $91,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
David White & Associates has 45 employees across 6 departments.
Departments
Number of employees
Funding Data
David White & Associates has never raised funding before.
David White & Associates Tech Stack
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