David Epstein

David Epstein is the President of Epstein & White Retirement Income Solutions LLC, a financial services firm based in San Diego, California. Under his leadership, the firm focuses on retirement income planning and offers a range of services including financial planning, investment strategies, tax planning, and estate planning. Epstein & White has recently transitioned to become part of Mercer Advisors, which enhances their service offerings and client experience.12

Epstein has a background in insurance services, having also been associated with David M. Epstein Insurance Services, Inc. His professional experience emphasizes building strong, trusting relationships with clients to provide tailored financial advice without conflicts of interest. The firm aims to help clients navigate their financial futures with integrity and transparency.134