Broker Check
Barry E. Epstein,  CLU, CHFC

Barry E. Epstein, CLU, CHFC

Financial Advisor

State of domicile: NY, CA Insurance License #0744713

Barry attended Brandeis University, graduating with honors in 1978 with majors in Economics and Sociology.  He earned a MBA from New York University in 1985.  Barry entered the insurance business in 1987.  Barry is a member of many industry organizations, and is a Life and Qualifying Member of the Million Dollar Round Table. (MDRT), having earned Court of the Table status. Committed to professional education, Barry has earned the following prestigious industry certificates/designations: Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC),  Life Underwriters Training Council Fellow (LUTCF), Certified in Long Term Care (CLTC).

Barry understands the importance of balance in his life. Active in his synagogue, he has taken on many leadership positions.  His hobbies include kickboxing, the New York Jets, and spending time with his family and friends.  He is also extremely proud to have created, together with his wife Bonnie, The Barry and Bonnie Epstein Philanthropic Fund. He lives in Roslyn, NY, and has three children, Jacob, Benjamin, and Sarah.