About Us
A Team of Professionals
We are celebrating over 35 years of exceptional investment management service. As a team rich in life experience, we understand life doesn’t always go as planned. We know how to prepare for the challenges that life presents in a way less experienced teams may not. We bring more than an understanding of assets; we bring an understanding of life. We respect your hard-earned money and we take that responsibility very seriously.
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 Bachelor of Science degree in Finance with an emphasis in Accounting. David is originally from a small farming community in Central Illinois. He has been a zealous participant in team sports all his life and is currently an active volunteer in the management of several San Diego youth sports organizations.
Andrew Jensen is a Senior Wealth Advisor and an Investment Committee member with WFA San Diego. He is focused on simplifying his high-net-worth client’s lives by providing the highest level of wealth management service possible, while always striving for their optimal financial outcomes.
Andrew has spent nearly two decades in investment management and financial services with a broad skill set and knowledge base covering a variety of asset classes and investment strategies. His experience includes managing a portfolio within a long/short equity hedge fund, as Senior Vice President with a commercial real estate investment bank, and as Senior Vice President of a Private Equity and Hedge Fund Investment Platform where he participated in over 60 institutional quality Venture Capital, Private Equity and Hedge Funds.
Andrew has over a decade of experience with investing in a variety of Private Alternative investment funds, including Private Equity, Private Credit, Real Estate and Hedge Funds. He has a thorough understanding of how these strategies can complement and enhance traditional investment portfolios, and he holds the Chartered Alternative Investment Analyst designation. Additionally, Andrew has an in-depth knowledge of low-cost, sophisticated insurance products which can be utilized to minimize the tax implications of actively managed and dynamic investment strategies for higher net worth clients.
In addition to providing exceptional client service as a wealth manager, Andrew is also focused on growing the WFA practice through forming relationships with collaborative partners, such as Estate planning, CPA and Investment Banking professionals. He is also active in recruiting wealth advisors to join WFA San Diego who are attracted to the comprehensive nature of our open architecture, fee-only and fiduciary based Wealth Program and seeking a scalable platform to grow their businesses.
Andrew resides in South Orange County with his wife Kristi and their 4 young children. He graduated from Loyola Marymount University on a men’s water polo scholarship where he majored in English with a Business Minor. While at LMU he was a significant contributor to the Lions nationally ranked men’s water polo program as team captain his final two seasons, playing the utility and two meters positions. Andrew is an active swimmer, surfer, skier, and outdoorsman. In his spare time, you can find him out in the ocean teaching his kids to surf, building sandcastles with them on the beach, coaching their youth sports teams or out on a family adventure.
Erica is the Chief Financial Officer for WFA San Diego. She is the founder and CEO of Paragon Accountants. She studied international relations and conflict resolution at UC Irvine before receiving dual bachelor’s degrees in economics and accounting from UCLA. She has a Masters in accounting, emphasis in taxation from SDSU and an MBA in Finance from National University.
Before forming Paragon Accounting Group in 2003, she was CFO for a non-profit in Los Angeles and senior tax accountant for an international import/export company in San Diego and Tijuana. Her extensive experience and work with other clients are a great complement to WFA.
Annette joined WFA San Diego in 2018 and has over 35 years of financial industry experience. Annette’s experience includes banking, brokerage services and investment management. Prior to joining WFA San Diego, Annette worked at Brandes Investment Partners, L.P. as a Senior Portfolio Associate. Annette was responsible for handling the daily operations of their private client accounts and separately managed accounts. Annette’s extensive experience in supporting clients and financial advisors in an efficient and professional manner will ensure you receive the highest level of personalized service when you contact our office.
Annette is a native of San Diego and is deeply rooted in her community with many years of volunteer service. When Annette is not providing exceptional customer service, she enjoys spending time with family, friends, and traveling.