Upside: Charlie Epstein

401kWire has named Charlie Epstein one of the Top 100 Most Influential People in the Retirement Industry and is one of the Top 300 Most Influential Retirement Plan Advisors in the U.S. Charles D. Epstein has over 35 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 provides corporate retirement plan consulting, wealth management and comprehensive financial planning services to business owners, professionals, plan participants, individuals, and families. In 2002, Charlie established The 401k Coach® Program, which offers financial professionals a unique environment for networking, exchanging ideas, and learning to efficiently manage this ever-changing industry through training, skill development, implementing systems and processes necessary to excel in the 401(k) industry. Nationally, over 10,000 financial professionals have participated in Charlie’s 401k Coach Programs. He is author of Paychecks for Life and Save America, Save. His latest venture is a podcast called “Killing Retirement” where he explores how to live life grounded in an abundant mentality.