Charlie Epstein, ChFC®, CLU®

Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-trainer and entertain-eur,” Charlie has simultaneously straddled both worlds and successfully achieved his dreams. He brings the same passion and innovation to his work as a financial advisor. In all of his ventures, Charlie inspires individuals to live life with an infectious spirit bound freedom for wonderment, joy, laughter and play; to pursue their dreams and strive to achieve the success that comes with living a life you love.

Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. The company provides corporate retirement plan consulting, fee-for-service financial planning and comprehensive wealth management for entrepreneurs, medical professionals and individuals looking to create “paychecks for life” to pay for everything they desire to achieve in life.

Charlie is known nationally as the 401kCoach, having trained more than 10,000 financial professionals how to best serve the needs of their clients.