Independent Financial Advisorylonebeacon2022-05-09T22:14:16+00:00

Independent Financial Advisory Firm in San Diego

At Epstein & White, Now Proudly Part of Mercer Advisors 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, Now Proudly Part of Mercer Advisors has the freedom to offer truly unbiased retirement planning advice that is centered instead around the profitability of our clients and specific to their investment objectives and goals.

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. 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

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Community organizations that Epstein & White, Now Proudly Part of Mercer Advisors supports:

At Epstein & White, Now Proudly Part of Mercer Advisors,
our sole focus is YOU.
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Creating sound financial strategies for the days ahead starts with one call.

This September, join us for our annual Mercer Advisors ‘Day of Giving’ in partnership with Sharia’s Closet. Help us support families in need by donating gently used clothing or purchasing toiletries and dropping off your donations at our office. Thank you for your generosity!

Please Note: Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Investment in securities carries a risk of loss, including loss of the principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results. An annuity’s guarantee is subject to the claims-paying ability of the issuing insurance company.