Retirement Income Solutions in San Diego

At Epstein & White our sole focus is YOU.

Retire Right With Epstein & White

Epstein and White, Retirement Income Solutions in San Diego, is on a mission to personally guide our clients through a tailored retirement planning process for a financially sound and enjoyable retirement. We specifically concentrate on the needs of the pre-retiree and recently retired in the San Diego area. As your independent financial advisor, we take a comprehensive approach when developing a retirement financial strategy specifically for your future, and act as a “personal CFO” by designing a custom income plan that is centered around your wants, needs, and goals. At Epstein & White we value our clients, knowing that relationships are the cornerstone of success.

The Value of Epstein & White

The highly qualified financial professionals at Epstein & White can work with you to identify your goals and dreams in retirement, and then we’ll help you develop strategies to make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White.

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At Epstein & White our sole focus is YOU.
Let Epstein and White help.

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Meet Epstein & White

Brad White, CFP®

Founder & CEO

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Sean O’Connor, CFP®

President

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David Krakauer, CFA®, CRPS®

Chief Investment Officer

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Investment, Advisory and Planning Team

Brian Jellig

Associate Advisor

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Schane Goheen, CFP®, CLU®

Associate Advisor

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Patrick Comer, CFP®

Associate Advisor

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Sandee Mapp

Associate Advisor

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Micah Cummins, AAMS®, CFP®

Associate Advisor

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Raphael Aziz

Associate Advisor

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Ken Bobadilla

Associate Advisor

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Alan Davis

Associate Advisor

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Patrick Wynne

Associate Advisor

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Garrett Cauley

Insurance Planning

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Greg Martinez

CPA

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Operations, Marketing and Administrative Team

Rubi Guido

Operations Manager
& Client Services

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Erica Luchetti

Client
Services

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Brennan Wehrle

Client
Services

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Caleb Rodriguez

Trading
& Billing

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Vanessa Sitton

Marketing
Director

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Julie Njaa

Event
Coordinator

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Stephanie White

Administrative
Assistant

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Linette Barajas

Administrative
Assistant

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Community organizations that Epstein & White supports: