Charlie Epstein

CHARLIE EPSTEIN is a bestselling money author and financial services pioneer whose companies oversee more than a billion dollars in assets. He has over 40 years of experience in the financial service industry, providing corporate retirement plan consulting, wealth management, and more. He is also a professional actor who has performed in roles from Shakespeare to Neil Simon, as well as standup in NYC, improv with Chicago City Limits, and television and video roles. Charlie combined his talents...See more

CHARLIE EPSTEIN is a bestselling money author and financial services pioneer whose companies oversee more than a billion dollars in assets. He has over 40 years of experience in the financial service industry, providing corporate retirement plan consulting, wealth management, and more. He is also a professional actor who has performed in roles from Shakespeare to Neil Simon, as well as standup in NYC, improv with Chicago City Limits, and television and video roles. Charlie combined his talents for finances and acting to create his one-man show, Yield of Dreams--Paychecks for Life. He also created a "Financial Theatre" experience, designed to make people laugh and shine a light on money myths that stop people from reaching financial independence. See less