by MICHELLE TREMBLAY | photo provided by Epstein and White

Committed to Your Financial Well-Being

Epstein and White Retirement Income Solutions Guides Its Clients  Through a Financially Sound and Enjoyable Retirement

For many people, planning for retirement can be a daunting and overwhelming task, full of uncertainty. David M. Epstein and Bradley R. White of Epstein and White Retirement Income Solutions, LLC., are passionate about their clients’ financial well-being and are committed to taking away the uncertainty when it comes to planning for their future. “It is vital to have a custom road map that is designed to show exactly what part of your overall wealth will be used to provide income in any given year, be able to adjust that income for inflation going forward, and to assure you that you can’t outlive that income,” explained Epstein. “We’re here to design that custom road map and help make the transition from growth to income as comfortable as possible.”

Not only do Epstein and White have a combined 41 years’ experience, the entire team at Epstein and White Retirement is specialized in Customized Retirement Income Plans, Investment Advisory Services, IRA & 401(k) Rollovers, Wealth Management, Asset Protection, Legacy Planning, Life Insurance, Long Term Care, Tax Planning, Social Security Planning and Maximization. “We specifically concentrate on the needs of the pre-retiree and recently retired,” noted Epstein. “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.”

David Epstein, President of Epstein and White Retirement Income Solutions, is an Investment Advisor Representative with his Series 65 license. He is also a Certified Senior Advisor and has been a Five Star winner in both Financial Services Professional and Client Satisfaction areas.

“Our mission is to personally guide our clients through a financially sound and enjoyable retirement.” 

Bradley White is the Vice President of the company and is a Certified Financial Planner. He is an Investment Advisor Representative with his Series 66 license and is also a National Social Security Advisor.

A key part of their holistic approach is community involvement. Epstein and White are involved with the Old Pros 4th of July Run and Ride, Scripps Ranch Community Fair, Make a Wish, A Bridge for Kids, USO, Feeding America, KPBS, and Susan G. Komen for the Cure.

For the latest in retirement guidance, tune in to Retire Right with Epstein & White – their engaging, educational radio show airing weekends on KOGO 600 and KFMB 760. Epstein and White also host a TV show by the same name, airing on San Diego television stations Fox 5 and The CW.

“Our mission is to personally guide our clients through a financially sound and enjoyable retirement,” shared Epstein. “Our experience will help us develop a comprehensive investment strategy and solidify your retirement income plan that fits both a lifetime and legacy goals.”


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At-A-Glance

Name of Business: Epstein and White Retirement Income Solutions, LLC
President: David M. Epstein
Vice President: Bradley R. White
Years in Position: Combined 41 years of experience
Address: 9740 Appaloosa Rd., San Diego, CA 92131
Website: www.epsteinandwhite.com
Email: info@epsteinwhite.com
Phone: 858-564-8036
Description of business: Epstein and White is a comprehensive wealth management firm and offers a full range of financial products and services. It provides clients with institutional level portfolio management and advanced level insurance strategies designed to maximize estates and minimize tax obligations.


Financial & Insurance Professionals


Financial & Insurance Professionals. Investment Advisory Services offered through Epstein and White Financial LLC, a registered investment adviser.