Brad White
Founder | Chief Executive Officer@ Epstein & White, Proudly Part of Mercer Advisors
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Brad White is the Founder & CEO of Epstein & White Retirement Income Solutions, LLC. He holds a bachelor's degree in finance from San Diego State University and is an Investment Advisor Representative with his Series 66 license. He has appeared on television stations, Fox News, CBS, and the "Big Biz Radio Show" with Dave Sully. Mr. White is also the author of The Step by Step Guide on How to Retire Right and a featured contributor in numerous Kiplinger articles. He is also the host of "Retire Right with Epstein and White," on KOGO 600. Brad and his wife Ashley are both San Diegans and enjoy sports enthusiasts.
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About

Bradley R. White is the Founder &a; CEO of Epstein &a; White Retirement Income Solutions, LLC. Mr. White is a Certified Financial Planner™ and holds a bachelor’s degree in finance from San Diego State University. Mr. White is an Investment Advisor Representative with his Series 66 license. He has appeared locally on television stations, Fox News and CBS, and the “Big Biz Radio Show” with Dave Sully. In addition, he is the author of The Step by Step Guide on How to Retire Right and is a featured contributor in numerous Kiplinger articles. Mr. White is also the host of “Retire Right with Epstein and White,” on KOGO 600. Brad and his wife, Ashley, are both San Diegans, raised in the Clairemont and La Jolla areas respectively. They are both avid sports enthusiasts who grew up playing baseball, tennis and golf. Continuing to still enjoy their active lifestyle to this day. Together they are raising their 2 children. Reily (10) who enjoys skateboarding, Star Wars and Legos and their newest addition to the family, Slater who was born in May of 2020.

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Work Experience

9740 Appaloosa Road , San Diego, CA, 92131, US

Financial Services

6
Phone
+1 8585648036

Brad White's Professional Milestones

  • Founder | Chief Executive Officer: Guided the company to expand its global presence through strategic partnerships and strong business relationships.