Role listed
Wfa Of San Diego, Llc
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David White Email & Phone Number
Sr. Vice President Financial Advisor Wealth Management Investment Management Five Star Wealth Manager Award
at
WFA of San Diego, LLC
2 work emails found
@wfawealthmanagers.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Vice President Financial Advisor Wealth Management Investment Management Five Star Wealth Manager Award
Location
San Diego, California, United States
Who is David White? Overview
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Quick answer
David White is listed as Sr. Vice President Financial Advisor Wealth Management Investment Management Five Star Wealth Manager Award at WFA of San Diego, LLC, based in San Diego, California, United States. AeroLeads shows a work email signal at wfawealthmanagers.com and a matched LinkedIn profile for David White.
David White previously worked as Sr. Financial Advisor at Wfa Wealth Managers and Managing Principal / Financial Advisor at David White - Investment Counsel. David White holds Bs, Finance With Accounting Emphasis from University Of Arizona.
Company email context
Email format at WFA of San Diego, LLC
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{first}@wfawealthmanagers.com
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AeroLeads found 2 current-domain work email signals for David White. Compare company email patterns before reaching out.
Profile bio
About David White
David is a 30+ year veteran of the financial services industry, breaking into the business in 1982 with Los Angeles-based brokerage Bateman Eichler, Hill Richards. In 1994, David elected to direct his attentions away from securities sales toward comprehensive fee-based investment management through the formation of David White – Investment Counsel, an SEC Registered Investment Advisory firm. In April 2011, David White – Investment Counsel was merged into Wheeler/Frost Associates, Inc. In addition to sitting on the Investment Committee at WFA, David is a partner of WFA and concentrates his activities on the retention and development of client relationships. David graduated from the University of Arizona in 1981 with a Bachelor of Science degree in Finance with an emphasis in Accounting. David is originally from a small farming community in Central Illinois. He has been a zealous participant in team sports all his life and is currently an active volunteer in the management of several San Diego youth sports organizations. David and his wife, Carol, live in the San Diego historic neighborhood of Burlingame with their two children.INDUSTRY REGULATION PRECLUDES ME FROM PUBLISHING ENDORSEMENTS OF MY BUSINESS SKILLS ON MY LINKEDIN PROFILE. ANY ENDORSEMENTS POSTED WILL BE IMMEDIATELY REMOVED FROM THIS PROFILE.Specialties: Comprehensive fee-based investment management.
Listed skills include Retirement Planning, Retirement, Asset Management, Financial Analysis, and 7 others.
Current workplace
David White's current company
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5 roles
David White work experience
A career timeline built from the work history available for this profile.
Sr. Financial Advisor
CurrentWFA - Wealth Managers is a comprehensive fee-based investment management firm registered with the US Securities & Exchange Commission. WFA manages $250 Million in client assets over a wide platform to meet the diverse objectives of our client base.
Apr 2011 - Present
Managing Principal / Financial Advisor
Comprehensive fee-based investment management firm.
Dec 1992 - Apr 2011
Assistant Vice President - Investments
Prudential Securities
Sep 1988 - Dec 1992
Account Executive
Bateman Eichler, Hill Richards, Inc.
Nov 1982 - Sep 1988
1 education record
David White education
-
University Of Arizona
FAQ
Frequently asked questions about David White
Quick answers generated from the profile data available on this page.
What company does David White work for?
David White works for WFA of San Diego, LLC.
What is David White's role at WFA of San Diego, LLC?
David White is listed as Sr. Vice President Financial Advisor Wealth Management Investment Management Five Star Wealth Manager Award at WFA of San Diego, LLC.
What is David White's email address?
AeroLeads has found 2 work email signals at @wfawealthmanagers.com for David White at WFA of San Diego, LLC.
Where is David White based?
David White is based in San Diego, California, United States while working with WFA of San Diego, LLC.
What companies has David White worked for?
David White has worked for Wfa Of San Diego, Llc, Wfa Wealth Managers, David White - Investment Counsel, Prudential Securities, and Bateman Eichler, Hill Richards, Inc..
How can I contact David White?
You can use AeroLeads to view verified contact signals for David White at WFA of San Diego, LLC, including work email, phone, and LinkedIn data when available.
What schools did David White attend?
David White holds Bs, Finance With Accounting Emphasis from University Of Arizona.
What skills is David White known for?
David White is listed with skills including Retirement Planning, Retirement, Asset Management, Financial Analysis, Sports, Investments, Investment Advisory, and Investment Strategies.
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