We help create sound financial strategies for the days ahead.

Phone: 858-564-8036 | info@epsteinwhite.com

About Us

At Epstein & White Retirement Income Solutions, LLC, our sole focus is YOU.

About Epstein & White

Epstein and White

Epstein & White’s mission is to personally guide our clients through a financially sound and enjoyable retirement. We specifically concentrate on the needs of the pre-retiree and recently retired. We take a holistic approach when developing a financial strategy 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. Our passion for your financial well-being and our commitment to your future starts with a thorough understanding of your current situation, expectations and goals. David and Bradley’s combined 41 years of experience will help them develop a comprehensive investment strategy and solidify your retirement income plan that fits both a lifetime and legacy goals.

At Epstein & White, we are a comprehensive wealth management firm and offer a full range of financial products and services. We provide our clients with institutional level portfolio management, as-advanced level insurance strategies designed to maximize estates and minimize tax obligations where possible. We act on a completely independent basis and can therefore make recommendations solely based on the best interests of our clients.

David M. Epstein David M. Epstein is the President of Epstein & White Retirement Income Solutions, LLC. Mr. Epstein is an Investment Advisor Representative with his Series 65 license. Mr. Epstein has more than 34 years of financial planning experience and he is a Certified Senior Advisor (CSA). Mr. Epstein has been a Five Star winner in both Financial Services Professional and Client Satisfaction areas. Mr. Epstein is also the co-host of Radio and TV shows every weekend called “Retire Right with Epstein and White,” on radio stations KOGO 600 and KFMB 760 and San Diego TV stations Fox 5 and The CW. CA Insurance Number: 0649775

Bradley R. White is the Vice President of Epstein & White Retirement Income Solutions, LLC. Mr. White is a Certified Financial Planner™ and holds a bachelor's degree in finance from San Diego State University. Mr. White is an Investment Advisor Representative with his Series 66 license and is also a National Social Security Advisor, NSSA®. He has appeared locally on television stations, Fox News and CBS, the "Big Biz Radio Show"is also the co-host of Radio and TV shows every weekend called “Retire Right with Epstein and White,” on radio stations KOGO 600 and KFMB 760 and San Diego TV stations Fox 5 and The CW. CA Insurance Number: 0H26322


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@epsteinwhite.com or call us at 858-564-8036 today!

How big is your retirement shortfall?

How big is your Retirement Shortfall?

Will you outlive your money or will your money outlive you?