Vintage Senior Management

Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.

Our mission is to guide our clients to financial peace of mind, by assisting them in every aspect of their financial lives - from preparing their tax returns, to designing investment portfolios, to planning for retirement and leaving a legacy.We specialize in helping clients develop comprehensive, holistic financial strategies that fit their unique needs and enable them to meet both short and long term objectives.We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.