David M. Epstein Insurance Services, Inc.

David M. Epstein Insurance Services provides financially and ethically sound retirement & financial planning solutions throughout the San Diego area. David M. Epstein, President, has over 27 years experience as a financial planner and estate planner....

David M. Epstein Insurance Services provides financially and ethically sound retirement & financial planning solutions throughout the San Diego area. 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 and has been recognized as the 5 Star Wealth Manager of The Year by San Diego Magazine. An independent insurance agency, David M. Epstein Insurance Services represents several highly rated companies and provides exemplary insurance service. David's clients agree he's 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. This skill is what differentiates him from many of the other financial planners and estate planners in the San Diego area.