Charles D. Epstein serves as Vice President of Wealth and Retirement at HUB Retirement and Wealth Management. With over 40 years of experience in the financial services industry, Charles brings both entrepreneurial spirit and educational flair to his role. Known nationally as “The 401k Coach,” he’s trained more than 10,000 financial professionals on helping clients set up retirement plans that deliver “paychecks for life”. His core philosophy—“Do what you love and the money will follow”—drives his dual passions as both a coach and entertainer, inspiring clients to pursue joy, freedom, and purpose. At HUB, he specializes in corporate retirement plan consulting, fee-for-service planning, and comprehensive wealth management for entrepreneurs, medical professionals, and individuals preparing for “desirement”—living their dream lives now.