Please complete the CAPTCHA to continue
@dwassociates.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Matthew Halick is listed as Financial Advisor at David White & Associates, a company with 43 employees, based in San Francisco Bay Area, United States, 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.
This section adds company-level context without repeating Matthew Halick's masked contact details.
AeroLeads found 1 current-domain work email signal for Matthew Halick. Compare company email patterns before reaching out.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
Other employees you can reach at dwassociates.com. View company contacts for 43 employees →
Bobby Mcconlogue
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
MM
Max Michels
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
GP
Gabriela Pence
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
CH
Candace Harvey
Colleague at David White & AssociatesLivermore, California, United States, United States
View →
TR
Trenity Ruegg
Colleague at David White & AssociatesHouse Springs, Missouri, United States, United States
View →
BG
Barbara Glaze
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
AJ
Anthony Jones
Colleague at David White & AssociatesAlameda, California, United States, United States
View →
CS
Connor Silcox
Colleague at David White & AssociatesSan Francisco Bay Area, United States
View →
SJ
Shana J.
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
GP
Gabriele Pence
Colleague at David White & AssociatesSan Ramon, California, United States, United States
View →
Quick answers generated from the profile data available on this page.
Matthew Halick works for David White & Associates.
Matthew Halick is listed as Financial Advisor at David White & Associates.
AeroLeads has found 1 work email signal at @dwassociates.com for Matthew Halick at David White & Associates.
Matthew Halick is based in San Francisco Bay Area, United States, United States while working with David White & Associates.
Matthew Halick has worked for David White & Associates and Alamo Capital.
Matthew Halick's colleagues at David White & Associates include Bobby Mcconlogue, Max Michels, Gabriela Pence, Candace Harvey, and Trenity Ruegg.
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.
Matthew Halick holds Bachelor Of Science (Bs), Marketing from Lewis University.
Matthew Halick is listed with skills including Leadership, Powerpoint, Event Planning, Facebook, Public Speaking, Social Media, Microsoft Office, and Critical Thinking.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts