OUR TEAM

Epstein Financial is uniquely qualified to help your organization and your valued employees optimize the value of your corporate retirement program. Our significant experience, resources and focus on fundamentals will contribute to maintaining a successful retirement program, helping your employees achieve financial success. In addition, we will strive to assist you in maintaining your plan in recognition of all regulatory requirements in order to fulfill your compliance and fiduciary obligations. Our value proposition is very straight forward: “commit significant resources and focused solutions.” If we don’t deliver disciplined investment product solutions at a competitive cost to your company and your employees we haven’t earned your confidence and business.

Charlie Epstein

Charles D. Epstein, CLU, ChFC, AIF®
Registered Investment Advisor

Charlie founded Epstein Financial Services in 1981. His commitment to his clients, their financial success and the industry as The 401k Coach has been recognized nationally as one of the industry’s most influential individuals. In addition to national recognition, Charlie has demonstrated his commitment to his clients and the region establishing the UMass Family Business Center in Amherst, Massachusetts.

Leo J. Polverini, Jr.

Director of Retirement Services

Leo J. Polverini, Jr. has more than thirty years experience in the corporate retirement services industry. Having worked with hundreds of clients, Leo has the demonstrated experience to structure a retirement program consistent with a broad cross section of corporate objectives. As a Senior Vice President and Executive Officer of one of the largest retirement services providers in the industry, Leo brings valuable insight into optimizing the value realized by his clients. Leo also served on the Investment, Asset Allocation and Due Diligence Committees for a $40 billion institutional investment product platform.

As Director of Retirement Services Leo will capitalize on his experience and the significant resources of Epstein Financial Group to identify and deliver retirement program solutions focused on each clients unique objectives and desired outcomes.

Alan LaPorte

Alan has more than 15 years experience as a registered representative and financial services professional. Participants often require one-on-one assistance to be certain they understand plan features, investment alternatives and how they can be used to contribute to a secure financial future. Al is critical in assisting in our communication and education initiatives at the individual participant level.

Lynne Peluso

Lynne has more than 15 years experience in the financial services industry with a focus on customer service. She joined Epstein Financial in 1999 and currently serves as the executive office manager. Lynne is a key component in our delivering exceptional client relationships and also manages the balance of our contributing staff.

Lisa
Thompson

Sue
Bader

Amanda
Walker

Marie
Forest

BettyJean
Bouffard