David White & Associates

Since 2013, Chris and team have partnered with David White & Associates. This allows us to pull from a breadth of experts in various areas, helping us serve our clients to the best of our abilities. Since 1971, David White & Associates has been helping families and business owners in the greater Bay Area achieve their financial goals and dreams.

With over $1 billion in Assets under management, David White & Associates offers a range of services to their clients while helping them navigate the most complex of situations.