James Estep, CFP®, NAPFA Everest Financial Advisors

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About James Estep, CFP®

James started his first career at a young age in the public sector as a firefighter in 1996. Years later as a result of his interest and involvement with his pension plan, a second career quickly emerged as a trusted financial advisor. “As someone that devotes his life to helping others, it only made sense that I continue this mission but just in a different way”, James explains. James enjoys helping individuals with their finances by providing comprehensive financial advice. James further explains that most of his clients are brothers and sisters in the fire and police service as well as teachers, in the Tri-County area. His in-depth experience and knowledge of Defined Benefit plans provide an advantage to his clients above other advisors across the country. “By focusing on clients that have a defined benefit plan we are able to provide our clients the value and quality they expect”, states James.

James currently resides in Cooper City, FL with his beautiful wife and his two energetic sons. He is still an active firefighter, currently occupying the position of Battalion Chief with the Miramar Fire Department. James is also the Chairman of the pension fund for the Miramar Firefighters. Early on as a trustee of the pension board, James knew that his love for financial services was something that could be shared with others. This led to James’ decision to get the formal education required to become a financial advisor.

In 2010 James had already received some experience as an advisor, but decided it was time to provide advice specifically to firefighters, police officers, and teachers by opening an independent firm with one other partner. Establishing this new firm would allow them to provide conflict free advice to their clients without having to “sell” products such as mutual funds or life insurance policies. In order to hold him and his firm to a higher standard, Mr. Estep embarked on becoming a Certified Financial Planning™ professional and successfully met the rigorous qualifications of the CFP® Board of Standards in 2012.

James continues to grow the firm mostly by word of mouth referrals. Mr. Estep explains that “financial planning involves a lot of trust in the advisor”. Mr. Estep feels that this is where he is different than every other advisor that he knows. The fact that he is a firefighter and he has chosen to be a CFP® professional provides a unique experience to the client.

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Ideal Clients

  • Gen X
  • Government Employees
  • Investment Planning & Management
  • Public Service Employees

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly: $79/mo
  • AUM: 1.0%

SEC Records

States Registered

  • Florida

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