Mariner

I’ve spent my career of 20+ years being a trusted advisor, coach, mentor and knowledge source to those striving for financial independence. When I’m not helping my clients, I am trying to run every marathon in California – eventually. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Our motto is “Because, Better.” We are constantly elevating ourselves so we can provide exceptional service, advice, and financial knowledge to our clients. Waldron Partners delivers an honest, informed, and unique perspective to financial planning that cannot be found anywhere else. We aim to fully understand our client’s financial situation, including your goals, fears, and passions. This deeper understanding allows us to create highly customized financial plans for the future of our clients. Since the tax, legal, investment, and insurance industries are constantly changing, clients like you require an innovative firm like Waldron Partners to pursue extraordinary results when it comes to your wealth.

Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.