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  2. KIRK DOBSON*, CFPⓇ, ChFC, ChSNC

KIRK DOBSON*, CFPⓇ, ChFC, ChSNC

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KIRK DOBSON, CFPⓇ, ChFC, ChSNC
Certified Financial Planner™ Chartered Special Needs Consultant

Kirk Dobson met Dave White in 1999 and shortly thereafter moved his practice to join David White & Associates. Since that time, Kirk has proven to be one of our leading Certified Financial Planners working with individuals and businesses solving complex planning issues.  Kirk regularly holds client seminars on Financial Planning and Investment Strategies. Kirk currently services over 400 clients, focusing on asset protection, cash flow and tax efficiency.

Professional Specialties:

  • Comprehensive Fee Based Financial Planning and Investment Management
  • Qualified Retirement Plans
  • Retirement income distribution
  • Alternative Investment Programs
  • Estate Analysis & Tax Planning Strategies
  • Employee Benefits
  • Long Term Healthcare & Life Insurance Planning
  • Executive Benefits

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant
  • Registered General Securities Representative – FINRA
  • Investment Advisory Representative – Ameritas Investment Corp.
  • Licensed Life, Health and Disability Agent

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Contact info

  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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