We help create sound financial strategies for the days ahead.

(858) 564-8036 | info@epsteinwhite.com

Independent Financial Advisory Firm in San Diego

At Epstein & White our sole focus is YOU.

While there are many great investment and insurance companies out there that provide a lot of great products, Epstein & White Retirement Income Solutions recognizes that no one company can be the BEST in every area. When large corporations create and package their own investments, representatives who work for those companies are often limited to only being able to provide those products, or at the very least pressured into making a recommendation that is most profitable for that company. As an independent firm Epstein & White has the freedom to offer truly unbiased retirement planning advice that is centered instead around the profitability of our clients, without any conflicts of interest.

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

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 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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