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David Zook

Financial Advisor @ David White & Associates

David Zook Contact Details

Location:
San Ramon, California, United States
Work:
Financial Advisor @ David White & Associates
Education:
Bachelor of Science, Business / Finance @ St. Mary's College of California
About:

Specialties: I help businesses and families become wealthy and reach their financial goals. I also help clients protect and distribute their wealth tax efficiently. Areas of Expertise: -Financial Planning -Investment Management -Risk Management David currently holds the following licenses: FINRA Series 7 - General Securities Registered Representative* FINRA Series 66 - Registered Agent and Investment Advisor* CA/TX 

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