David Epstein Location
- San Diego, CA, US
David Epstein Work
- 1983 - 2013 President, CSA, CLTC @ David M. Epstein Insurance Services, Inc.
- 2002 - 2009 Finance and Planned Giving Director @ San Carlos United Methodist Church
- 1976 - 1983 Merchant Mariner @ Global Marine
David Epstein Education
- San Diego State University
(Economics)
1972 - 1973 - Patrick Henry High School 1969 - 1971
David Epstein Skills
- Management
- Marine Engineering
- Budgets
- Social Security
- Estate Planning
- Asset Protection
- Wealth Accumulation
- Wealth Preservation Planning
- Retirement Income Strategies
- Long Term Care
- Roth IRA
- Retirement Planning
- Wealth Management
- Financial Planning
- Long Term Care Insurance
David Epstein Summary
- David Epstein, based in San Diego, CA, US, was previously a President, CSA, CLTC at David M. Epstein Insurance Services, Inc.. David Epstein brings experience from previous roles at San Carlos United Methodist Church and Global Marine. David Epstein holds a 1972 - 1973 San Diego State University. With a robust skill set that includes Management, Marine Engineering, Budgets, Social Security, Estate Planning and more.
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