California > La Jolla > David M. Epstein Insurance Services, Inc.

David M. Epstein Insurance Services, Inc.

Verified Listing

(858) 202-2367
4275 Executive Square
Suite 400
La Jolla, CA 00000
Category: Finance & Legal:Financial Services:Insurance


About

David M. Epstein Insurance Services provides financially and ethically sound retirement income planning and estate planning solutions for higher net worth families and businesses. David M. Epstein, President, has over 27 years experience as a financial planner and estate planner. He has received numerous national industry awards for outstanding production as an insurance agent. Among local wealth advisers, he has been recognized as the 5 Star Wealth Manager of The Year by San Diego Magazine.


Products And Services

An independent insurance agency, David M. Epstein Insurance Services represents several highly rated companies and offers a variety of insurance products combined with exemplary insurance service. 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.


Payment Options


Languages Spoken

English


Year Founded

1999


Number Of Locations

1


Number Of Employees

2


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