At Epstein & White Retirement Income Solutions, LLC, our sole focus is YOU.
About Epstein & 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 is the President of Epstein & White Retirement Income Solutions, LLC. Mr. Epstein is an Investment Advisor Representative with his Series 65 license. Mr. Epstein is in his fourth decade as a financial planner. Mr. Epstein is also the co-host of Radio shows every weekend called “Retire Right with Epstein and White,” on radio stations KOGO 600 and KFMB 760. 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. Mr. White is also the co-host of Radio shows every weekend called “Retire Right with Epstein and White,” on radio stations KOGO 600 and KFMB 760. CA Insurance Number: OH26322
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 email@example.com or call us at 858-564-8036 today!
How big is your Retirement Shortfall?
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