Epstein And White Financial LLC

Epstein And White Financial LLC (CRD# 281230) is a financial advisory firm headquartered in San Diego, CA. They manage $202,000,000 in 4,445 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    4,445
    ACCOUNTS
  • Average Account Value
    $45,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Epstein And White Financial LLC
Showing 1 - 9 of 9 top financial advisors.
1
Schane P. Goheen
CRD#: 5842732
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
96
Wealthminder
score

Schane Goheen (CRD# 5842732) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 7 years of experience in the finance industry. Schane Goheen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean M. O'connor
CRD#: 5597519
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
96
Wealthminder
score

Sean O'connor (CRD# 5597519) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 8 years of experience in the finance industry. Sean O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bradley R. White
CRD#: 5864969
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
96
Wealthminder
score

Bradley White (CRD# 5864969) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 7 years of experience in the finance industry. Bradley White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kenneth D. Bobadilla
CRD#: 4136113
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
93
Wealthminder
score

Kenneth Bobadilla (CRD# 4136113) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 17 years of experience in the finance industry.

5
Andrew G. Rosner
CRD#: 6037941
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
93
Wealthminder
score

Andrew Rosner (CRD# 6037941) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 5 years of experience in the finance industry.

6
Eduardo Hernandez
CRD#: 6383868
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
90
Wealthminder
score

Eduardo Hernandez (CRD# 6383868) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry.

7
Patrick M. Comer
CRD#: 6490465
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
89
Wealthminder
score

Patrick Comer (CRD# 6490465) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry.

8
David M. Epstein
CRD#: 1863789
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
79
Wealthminder
score

David Epstein (CRD# 1863789) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 2 years of experience in the finance industry.

9
Sandra J. Mapp
CRD#: 6025514
9740 Appaloosa Road, Suite 150, San Diego, CA 92131
78
Wealthminder
score

Sandra Mapp (CRD# 6025514) is an Investment Advisor Representative working at Epstein And White Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.