Retirement Income Solutions in San Diego
At Epstein & White our sole focus is YOU.
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 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. Financial Advisor David Epstein with Financial Advisor Bradley White have a combined 41 years of experience that help them develop a comprehensive retirement plan and/or investment strategy and solidify your retirement income plan that fits both 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 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.
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 in the financial industry. 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. He 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
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.