Who We Are
Fee Only Financial Planning
Fee Only Financial Planning. All of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals.
Investment Management. We offer strategies that are customized to your needs.
Our firm offers tax preparation services to new and existing clients as a value added service. For more information, visit our tax preparation section.
A Few Words About Us
Our firm was founded by two active Fire Department Chief Officers that provide superior financial advice to individuals currently in their working years and those that are close to or enjoying the retirement life. We specialize in Municipal, County,and State workers as well as health care providers.
With over 25 years of Defined Benefit Pension experience combined among both principals of the firm, you can feel confident your retirement needs will be evaluated properly.
1) Fee only Advisors, no commissions
2) Specialize in Public Employees
3) Advisors are required to be CFP® professionals
4) Your needs are put before all others
5) Client focused planning
Leo Nunez, CFP®, CPPT
Leo Nunez, CFP® is one of two principals at Everest Financial Advisors in Cooper City, FL. Mr. Nunez specializes in Financial Planning, Investment Management, Tax Preparation and Income Distribution strategies for Municipal, County, and State workers as well as health care providers. He holds his Series 3 and 65 licenses that are administered by FINRA. In 2004, Leo received his Bachelors degree in Public Administration from Barry University in Miami and completed his financial planning program curriculum through Boston University in 2010. Leo has over 15 years experience with Defined Benefit Pension Plans and currently maintains the designation of Certified Public Pension Trustee through the Florida Public Pension Trustees Association..
James Estep, CFP®, CPPT
James Estep, CFP® is the second of two principals at Everest Financial Advisors in Cooper City. Mr. Estep specializes in financial planning for public sector employees. He holds his Series 3 and 65 licenses that are administered by FINRA. He also holds a BA from Barry University in Miami. James is active among the defined benefit community and holds the designation of Certified Public Pension Trustee.
This website is a publication of Everest Financial Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.