Charlie Epstein - The 401k Coach

Charlie has 38 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm, he continually provides corporate retirement plan consulting, as well as wealth management and comprehensive financial planning services to business owners, professionals and individual plan participants.  

Charlie established The 401k Coach® Program fifteen years ago offering support to other advisors on how to effectively manage their roles and responsibilities in this ever-changing industry and provide training to develop the skills, systems and processes necessary to excel in the 401(k) industry.  

Charlie’s first book; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company is solely focused on teaching Americans how to maximize the 401(k) savings strategy with a practical and systematic approach, without getting lost in all the technical jargon, givi