Leo Nunez, CFP® Everest Financial Advisors

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About Leo Nunez, CFP®

As someone dedicated to a life of public service for over 20 years in the Fire Department, Leo has also been passionate about clearly presenting and simplifying the world of personal finance for over 10 years. After his involvement with his employer’s pension plan as a trustee, he felt that his fellow co-workers were not being provided with the tools to be successful financially.

This lack of available guidance led him to co-found Everest Financial Advisors, LLC in 2010. Leo is a CERTIFIED FINANCIAL PLANNER ™ professional with a Bachelor’s degree in Public Administration. As a member of the XY Planning Network and the Dave Ramsey SmartVestor Pro program, he has been able to help clients navigate through some of their biggest financial life decisions free of any conflicts and on a fee-only basis.

On a more personal level, Leo grew up and currently lives in South Florida with his wife Lazara and his beautiful daughter Ashley. When he is not working, you can find him enjoying the company of friends and family or traveling.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Government Employees
  • Public Service Employees
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $99+/mo
  • Assets Under Management: 1%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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