Retirement Income Solutions in San Diego
About 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 your "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. 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 well 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.
Learn more about our core values and how our retirement income focused approach can help you retire right, and on your terms.
Bradley R. White is the Founder & CEO 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. He is also the co-host of Radio shows every weekend called “Retire Right with Epstein and White,” on radio station KOGO 600. CA Insurance Number: OH26322
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Epstein & White
Epstein & White Retirement Income Solutions, LLC is a retirement income planning firm serving clients throughout San Diego, Del Mar, and other Southern California communities. As independent financial advisors in San Diego, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
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