Matthew Halick
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Matthew Halick Email & Phone Number

Financial Advisor at David White & Associates
Location: San Francisco Bay Area, United States 2 work roles 1 school
1 work email found @dwassociates.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@dwassociates.com
LinkedIn Profile matched
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Current company
Role
Financial Advisor
Location
San Francisco Bay Area, United States
Company size

Who is Matthew Halick? Overview

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Quick answer

Matthew Halick is listed as Financial Advisor at David White & Associates, a with 43 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at dwassociates.com and a matched LinkedIn profile for Matthew Halick.

Matthew Halick previously worked as Underwriting Assistant at Alamo Capital. Matthew Halick holds Bachelor Of Science (Bs), Marketing from Lewis University.

Company email context

Email format at David White & Associates

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{first_initial}{last}@dwassociates.com
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AeroLeads found 1 current-domain work email signal for Matthew Halick. Compare company email patterns before reaching out.

Profile bio

About Matthew Halick

David White & Associates has been helping families, individuals, and small business owners achieve financial independence since 1971. Located in San Ramon, CA we work with select families and businesses that value long term relationships with focused outcomesMatthew Halick is a Fee-Based Financial Advisor who helps his clients with the following-• Comprehensive Financial Planning• Retirement Income Distribution Strategies• Planning for Business Succession• Key-Employee Retention Planning• Insurance Analysis/Asset Protection• 1031 Real Estate exchanges into Delaware Statutory Trust (DST) investments

Listed skills include Leadership, Powerpoint, Event Planning, Facebook, and 15 others.

Current workplace

Matthew Halick's current company

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David White & Associates
David White & Associates
Financial Advisor
san ramon, california, united states
Employees
43
AeroLeads page
2 roles

Matthew Halick work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

San Ramon, Ca

Matthew Halick offers products and services using the following business names:David White and Associates – insurance and financial services | Ameritas InvestmentCompany, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) –securities and investments | Ameritas Advisory Services, LLC (AAS) – investmentadvisory services. AIC and AAS are not affiliated with Matthew Halick, David White and Associates or anyother entity mentioned herein.Products and services are limited to residents of states where the representative isregistered. This is not an offer of securities in any jurisdiction, nor is it specificallydirected to a resident of any jurisdiction. As with any security, request a prospectusfrom your representative. Read it carefully before you invest or send money. Arepresentative will contact you to provide requested information. Representatives ofAIC and AAS do not provide tax or legal advice. Please consult your tax advisor orattorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are notcreated or endorsed by AIC, AAS or their representatives. Their information isbelieved to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this social media pageare unpaid and unsolicited. The experiences and views shared do not necessarilyrepresent the perspectives or experience of all clients. Any review or discussion ofindividual investments and/or performance or results should not be construed asindicative of the experience of all clients, nor does it offer any assurance orindication of future results.

Feb 2017 - Present

Underwriting Assistant

Walnut Creek, Ca

Mar 2016 - Jun 2016
Team & coworkers

Colleagues at David White & Associates

Other employees you can reach at dwassociates.com. View company contacts for 43 employees →

1 education record

Matthew Halick education

FAQ

Frequently asked questions about Matthew Halick

Quick answers generated from the profile data available on this page.

What company does Matthew Halick work for?

Matthew Halick works for David White & Associates.

What is Matthew Halick's role at David White & Associates?

Matthew Halick is listed as Financial Advisor at David White & Associates.

What is Matthew Halick's email address?

AeroLeads has found 1 work email signal at @dwassociates.com for Matthew Halick at David White & Associates.

Where is Matthew Halick based?

Matthew Halick is based in San Francisco Bay Area, United States while working with David White & Associates.

What companies has Matthew Halick worked for?

Matthew Halick has worked for David White & Associates and Alamo Capital.

Who are Matthew Halick's colleagues at David White & Associates?

Matthew Halick's colleagues at David White & Associates include Max Michels, Gail Palmer, Connor Silcox, John Lane, and David Novak.

How can I contact Matthew Halick?

You can use AeroLeads to view verified contact signals for Matthew Halick at David White & Associates, including work email, phone, and LinkedIn data when available.

What schools did Matthew Halick attend?

Matthew Halick holds Bachelor Of Science (Bs), Marketing from Lewis University.

What skills is Matthew Halick known for?

Matthew Halick is listed with skills including Leadership, Powerpoint, Event Planning, Facebook, Public Speaking, Social Media, Microsoft Office, and Critical Thinking.

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