David Epstein is a highly skilled and experienced finance professional, with a background in wealth management, retirement income planning, estate preservation, and long term care insurance. He comes from a family of hard workers and has dedicated his career to helping others achieve their financial goals. With years of experience in the industry, David has honed his skills in creating strategic financial plans that cater to the specific needs and wishes of each client. He has worked as the Finance and Planned Giving Director at San Carlos United Methodist Church, served as the President of the David M. Epstein Insurance Services, Inc, and also worked as a Merchant Mariner at Global Marine.