Certified Financial Planner,
Current
David White & Associates
Jan 2001 - Present
AeroLeads people directory · profile
Kirk Dobson Cfp® Chfc® Chsnc® Email & Phone Number
Senior Partner David White & Associates.
at
David White & Associates
1 work email found
@comcast.net
6 phones found area 925
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
David White & Associates
Role
Senior Partner David White & Associates.
Location
San Ramon, California, United States
Who is Kirk Dobson Cfp® Chfc® Chsnc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kirk Dobson Cfp® Chfc® Chsnc® is listed as Senior Partner David White & Associates. at David White & Associates, based in San Ramon, California, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 925, and a matched LinkedIn profile for Kirk Dobson Cfp® Chfc® Chsnc®.
Kirk Dobson Cfp® Chfc® Chsnc® previously worked as Certified Financial Planner, at David White & Associates and Financial Planner at Private Portfolios. Kirk Dobson Cfp® Chfc® Chsnc® studied at Sonoma State University.
Company email context
Email format at David White & Associates
This section adds company-level context without repeating Kirk Dobson Cfp® Chfc® Chsnc®'s masked contact details.
*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Kirk Dobson Cfp® Chfc® Chsnc®. Compare company email patterns before reaching out.
Profile bio
About Kirk Dobson Cfp® Chfc® Chsnc®
Kirk Dobson is a Certified Financial Planner, Chartered Special Needs Consultant and Chartered Financial Consultant who will provide a clear path for qualified individuals and businesses to help meet their goals. You will be given concise and understandable options for your planning challenges. Kirk maintains a strong network of legal and accounting professionals to help get the job done right. Specialties: Special needs planning, buy/sell and business succession planning, charitable and legacy planning, life, disability and long term care insurance
Listed skills include Estate Planning, Financial Planners, Pensions, Insurance, and 21 others.
Current workplace
Kirk Dobson Cfp® Chfc® Chsnc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
David White & Associates
2 roles
Kirk Dobson Cfp® Chfc® Chsnc® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Private Portfolios
May 1997 - Jan 2001
2 education records
Kirk Dobson Cfp® Chfc® Chsnc® education
Education record
Education record
FAQ
Frequently asked questions about Kirk Dobson Cfp® Chfc® Chsnc®
Quick answers generated from the profile data available on this page.
What company does Kirk Dobson Cfp® Chfc® Chsnc® work for?
Kirk Dobson Cfp® Chfc® Chsnc® works for David White & Associates.
What is Kirk Dobson Cfp® Chfc® Chsnc®'s role at David White & Associates?
Kirk Dobson Cfp® Chfc® Chsnc® is listed as Senior Partner David White & Associates. at David White & Associates.
What is Kirk Dobson Cfp® Chfc® Chsnc®'s email address?
AeroLeads has found 1 work email signal at @comcast.net for Kirk Dobson Cfp® Chfc® Chsnc® at David White & Associates.
What is Kirk Dobson Cfp® Chfc® Chsnc®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 925 for Kirk Dobson Cfp® Chfc® Chsnc® at David White & Associates.
Where is Kirk Dobson Cfp® Chfc® Chsnc® based?
Kirk Dobson Cfp® Chfc® Chsnc® is based in San Ramon, California, United States while working with David White & Associates.
What companies has Kirk Dobson Cfp® Chfc® Chsnc® worked for?
Kirk Dobson Cfp® Chfc® Chsnc® has worked for David White & Associates and Private Portfolios.
How can I contact Kirk Dobson Cfp® Chfc® Chsnc®?
You can use AeroLeads to view verified contact signals for Kirk Dobson Cfp® Chfc® Chsnc® at David White & Associates, including work email, phone, and LinkedIn data when available.
What schools did Kirk Dobson Cfp® Chfc® Chsnc® attend?
Kirk Dobson Cfp® Chfc® Chsnc® studied at Sonoma State University.
What skills is Kirk Dobson Cfp® Chfc® Chsnc® known for?
Kirk Dobson Cfp® Chfc® Chsnc® is listed with skills including Estate Planning, Financial Planners, Pensions, Insurance, Retirement Planning, Financial Planning, Tax, and Investments.
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