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:
