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 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 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 and is also a National Social Security Advisor, NSSA®. He has appeared locally on television stations, Fox News and CBS, and on the "Big Biz Radio Show" with Dave Sully. 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: 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 firstname.lastname@example.org or call us at 858-564-8036 today!
Have Questions for Epstein & White Retirement Income Solutions, LLC?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
How big is your Retirement Shortfall?
Will you outlive your money or will your money outlive you?