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David White

Senior Vice President

WFA San Diego

United States, California, San Diego

About Me

David is a 35-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 WFA San Diego. In addition to sitting on the Investment Committee at WFA San Diego, David concentrates his activities on the retention and development of client relationships. David graduated from the University of Arizona in 1981 with a Bach
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Profile Information

Senior Vice President

WFA San Diego

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

May 15, 2024

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