David M. Epstein is a native of San Diego who served in the U.S. Merchant Marines before beginning his insurance career with Mutual of New York in 1983. After five successful years with MONY, he joined The Principal where he continued to receive numerous company and industry accolades, including San Diego Magazine’s 5 Star Wealth Manager of the Year.
In 1990, David’s career took a different turn when he realized that he could better serve his senior clientele by becoming an independent advisor in order to provide products and services from many different companies rather than from just one. This resulted in his present independent agency that serves the senior market place with life insurance products, annuities, long term care insurance and senior life settlements. His office also offers investment management opportunities.
David M. Epstein, President, has over 29 years of experience as a financial planner and estate planner. David’s clients agree that he has been blessed with a unique skill in business that allows him to help them translate their vision for their family into a written plan that will be executed at the proper time according to their wishes. And, that this skill is what differentiates him from many of the other financial planners and estate planners in the San Diego area.
The mission of David M. Epstein Insurance Services Inc. is to provide financially and ethically sound retirement income planning, estate planning solutions and asset preservation strategies for long term care concerns for people nearing retirement or who have retired.
David has a beautiful wife Diane and an equally lovely daughter named Ruth. In his spare time he enjoys an occasional round of golf and fishing in the blue waters off the San Diego coast.
“My personal mission is to provide a happy home and work environment for my family and friends to celebrate life. I strive to be a better person each day and bring happiness to others through my compassion, sense of humor and kindness. All good works are achieved through hard work and commitment to excellence and every effort should be made with integrity, honesty and dignity.