CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Investment Advisor
- Representative
- Member of the American Institute of Certified Public Accountants
Bradley is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.
Bradley Epstein opened his own Firm in June 2004 after serving as a senior manager for multiple local and national CPA firms for the prior ten years. Bradley's office is located in Rockwall, Texas.
Bradley received his Bachelor of Science in Accounting from Louisiana Tech University in 1992. He remained at Louisiana Tech and earned his Master's of Business Administration in 1993. In addition to his CPA and MBA credentials, Bradley also holds the AICPA's prestigious PFS (Personal Financial Specialist) designation, various insurance and securities licenses, and is a Certified QuickBooks ProAdvisor.
Bradley has more than 21 years of professional experience providing accounting, tax, financial and consulting services for individuals and businesses in a vast array of industries.
Job Titles:
- Investment Advisor
- Representative
LinkedIn Mike has been in the financial services industry for 38 years and has achieved the CEP, CWS, LUTCF & RFC designations. Mike is a qualifying and Life Member of the Million Dollar Round Table, www.mdrt.org, has qualified at the...
Mike has been in the financial services industry for 39 years and has achieved the CEP, CWS, LUTCF & RFC designations. Mike is a qualifying and Life Member of the Million Dollar Round Table, www.mdrt.org, has qualified at the Top of the Table Level and has earned the National Quality Award. Mike has also earned his Financial Planning Certificate from Southern Methodist University.
Mike is licensed in Texas and 10 additional states. In addition, his Securities Licenses include Series 6, 7, 63, and 65. Mike also holds Insurance Licenses including Life Heath, Property & Casualty, and Variable Contracts.