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Phone: (858) 564-8036
Fax: (858) 564-8254
Email: info@epsteinwhite.com

Office Location
9740 Appaloosa Road
Suite 150
San Diego, CA, 92131

Disclosure: Mercer Advisors, Formerly Epstein & White. Retirement Income Solutions, LLC (“Mercer Advisors, Formerly Epstein & White. Retirement”) is a licensed insurance agency with the State of California Department of Insurance (#0K53785).

Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White.

Mercer Global Advisors Inc. owns and utilizes Mercer Advisors, Formerly Epstein & White. Retirement Income Solutions (“Mercer Advisors, Formerly Epstein & White,Retirement”) wordmark and logo in marketing its investment advisory and ancillary services.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

This website is provided solely for informational purposes and is not intended as and should not be considered, investment or financial advice or a recommendation to buy or sell any securities or insurance products. No investment and/or financial planning decision should be made based solely on the information contained herein. The opinions referenced in this website are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal. Different types of investments involve varying degrees of risk.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA®️ and Chartered Financial Analyst®️ are registered trademarks owned by CFA® Institute.

Chartered Retirement Plan Specialist℠ and CRPS℠ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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