HOLYOKE — Charlie Epstein, an investment adviser and author who specializes in retirement consulting, has been appointed to the Holyoke Community College board of trustees by Gov. Charlie Baker. He was sworn in Feb. 2, and is expected to join the board for its next meeting on Tuesday, Feb. 27.
Epstein is principal of the Holyoke-based Epstein Financial Group LLC and Epstein Financial Services, a registered, investment advisory firm providing corporate retirement-plan consulting as well as wealth-management and financial-planning services for business owners, professionals, and individual plan participants.
He is also owner of the 401K Coach Program, which offers financial-adviser education services and training; the author of two books: Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company and Save America, Save! The Secrets of a Successful 401(k) Plan; and an industry conference speaker and commentator who has appeared on the Fox Business Network.
In 1994, he founded the Family Business Center of the Pioneer Valley in Amherst and remains on its board of directors. He holds a bachelor’s degree in economics from Colgate University.