David Epstein

David Epstein Email and Phone Number

President at Epstein & White Retirement Income Solutions LLC
David Epstein's Location
San Diego, California, United States, United States
David Epstein's Contact Details

David Epstein personal email

n/a
About David Epstein

In business the pleasure of working with families and sucessful people is an honor and a privilege that I take seriously. My unique skill in business is to help others take their vision for their family and put it into a written plan that will be executed at the proper time according to the wishes and desires of the client. I come from a family of hard workers who have always dedicated themselves to helping others and, above all, to bring joy and a sense of fun to each day. If you enjoy your career and love what you do, you will do what you love very well and live a life of significance.Specialties: Retirement Income Planning, IRA Income and Distribution Planning, Stretch IRA, Roth IRA, Wealth Management, Life Insurance, Annuities, Estate Preservation and Distribution Strategies, and Long Term Care Insurance and Planning

David Epstein's Current Company Details

President at Epstein & White Retirement Income Solutions LLC
David Epstein Work Experience Details
  • David M. Epstein Insurance Services, Inc.
    President, Csa, Cltc
    David M. Epstein Insurance Services, Inc. May 1983 - Sep 2013
  • San Carlos United Methodist Church
    Finance And Planned Giving Director
    San Carlos United Methodist Church Mar 2002 - Sep 2009
  • Global Marine
    Merchant Mariner
    Global Marine Feb 1976 - Mar 1983
    I was a Merchant Mariner on several reserch vessels one of which was quite well known as the Glomar Explorer which was the ship that recovered a large portion of a sunken Russian nuclear submarine near the islands of Hawaii. This was know as the Jennifer Project and numerous books and articles have been written about this top secret research project that was funded by the late billionaire Howard Hugh's on behalf of the U.S. Govt.Also worked on reserch project's such as deep sea mining of magnesium nodules in the eastern Pacific as well as Ocean Thermal Energy Conversion (OTEC) off the Big Island of Hawaii.

David Epstein Skills

Retirement Planning Long Term Care Roth Ira Financial Planning Retirement Income Strategies Social Security Wealth Management Wealth Accumulation Wealth Preservation Planning Estate Planning Asset Protection Long Term Care Insurance

Frequently Asked Questions about David Epstein

What is David Epstein's role at the current company?

David Epstein's current role is President at Epstein & White Retirement Income Solutions LLC.

What is David Epstein's email address?

David Epstein's email address is de****@****vcs.com

What skills is David Epstein known for?

David Epstein has skills like Retirement Planning, Long Term Care, Roth Ira, Financial Planning, Retirement Income Strategies, Social Security, Wealth Management, Wealth Accumulation, Wealth Preservation Planning, Estate Planning, Asset Protection, Long Term Care Insurance.

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