David White Email and Phone Number
David White work email
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David White personal email
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.
Wfa Of San Diego, Llc
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Wfa Of San Diego, LlcSan Diego, Ca, Us
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Sr. Financial AdvisorWfa Wealth Managers Apr 2011 - PresentSan Diego, Ca, UsWFA - 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.
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Managing Principal / Financial AdvisorDavid White - Investment Counsel Dec 1992 - Apr 2011Comprehensive fee-based investment management firm. -
Assistant Vice President - InvestmentsPrudential Securities Sep 1988 - Dec 1992
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Account ExecutiveBateman Eichler, Hill Richards, Inc. Nov 1982 - Sep 1988
David White Skills
David White Education Details
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University Of ArizonaFinance With Accounting Emphasis
Frequently Asked Questions about David White
What company does David White work for?
David White works for Wfa Of San Diego, Llc
What is David White's role at the current company?
David White's current role is Sr. Vice President Financial Advisor Wealth Management Investment Management Five Star Wealth Manager Award.
What is David White's email address?
David White's email address is dw****@****ost.com
What schools did David White attend?
David White attended University Of Arizona.
What are some of David White's interests?
David White has interest in Children.
What skills is David White known for?
David White has skills like Retirement Planning, Retirement, Asset Management, Financial Analysis, Sports, Investments, Investment Advisory, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment.
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