David Epstein
In business the pleasure of working with families and sucessful people is an honor and a privilege that... | San Diego, California, United States
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David Epstein’s Emails di****@da****.com
David Epstein’s Phone Numbers No phone number available.
Social Media
David Epstein’s Location San Diego, California, United States
David Epstein’s Expertise 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 Industry Epstein And White Retirement Income Solutions
David
Epstein’s Prior Industry
Global Marine
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David M Epstein Insurance Services
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San Carlos United Methodist Church
|
Epstein And White Retirement Income Solutions
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Work Experience
Epstein And White Retirement Income Solutions
President
Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
San Carlos United Methodist Church
Finance and Planned Giving Director
Fri Mar 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
David M Epstein Insurance Services
President, CSA, CLTC
Sun May 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Global Marine
Merchant Mariner
Sun Feb 01 1976 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
David Epstein Email Addresses
FAQ About David Epstein
-
David Epstein is located at
San Diego, California, United States -
David Epstein is a
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 Epstein And White Retirement Income Solutions -
David Epstein currently works in the
Epstein And White Retirement Income Solutions -
David Epstein specializes in
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 speaks the following languages:
No languages available. -
David Epstein has prior experience in the following industries:
San Carlos United Methodist Church , David M Epstein Insurance Services , Global Marine -
David Epstein has the following professional experience:
Epstein And White Retirement Income Solutions , San Carlos United Methodist Church , David M Epstein Insurance Services , Global Marine . -
You can view David Epstein’s
LinkedIn profile at LinkedIn URL. -
David Epstein’s work email addresses are
[email protected] . -
David Epstein works at
Epstein And White Retirement Income Solutions
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