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Brad White
Director, National Client Development
CFP®
bwhite@merceradvisors.com
Brad is the former founder and CEO of Epstein & White Retirement Income Solutions, LLC, which he established in 2013. In 2021, his firm joined Mercer Advisors. In his current role, Brad contributes to various marketing efforts and coaches and manages wealth advisors in his local market as well as other seminar markets.
Brad is a CERTIFIED FINANCIAL PLANNER® Professional and holds a bachelor’s degree in finance from San Diego State University. He has made local appearances on Fox News and CBS, authored “The Step-by-Step Guide on How to Retire Right,” and is a featured contributor to Kiplinger. Additionally, Brad hosts the “Retire Right” show on KOGO 600.
Brad and his wife, both San Diegans, share a love for baseball and golf. Together, they are raising two children.