I grew up in San Jose, California. I began working for David White & Associates in 2024 in the San Ramon, CA office located on 3150 Crow Canyon Pl. I provide wealth management and investment guidance to small business owners, corporate executives, high-net-worth individuals and their families by developing strategies to help meet their short and long-term financial goals.I am committed to providing each client with a personalized plan. I understand the value of liability driven investing, asset allocation, and tax efficiency. I work by first, trying to develop an understanding of clients' current financial situation and future aspirations, so that I can better understand their financial priorities. Then, I offer recommendations designed to reflect each client's income and growth expectations over their specific time horizons, risk tolerance, and potential liquidity needs. I follow-up by talking with clients about a wide range of opportunities, for example, retirement, investments, education, estate planning services, philanthropy.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.