James

James Estep's journey is a testament to service and dedication. Beginning his career as a firefighter in 1996, James developed a passion for financial planning through his involvement with his pension plan. Transitioning into a financial advisor, he focuses on serving First Responders such as firefighters and police officers in Florida, leveraging his expertise in Defined Benefit plans to offer unparalleled guidance.

As a retired Battalion Chief with the Miramar Fire Department and Trustee on the pension fund for Miramar Firefighters, James remains deeply committed to his community. In 2010, he co-founded an independent firm, prioritizing conflict-free advice and client trust.

James's commitment to excellence led him to become a CERTIFIED FINANCIAL PLANNER™ professional in 2012, further solidifying his dedication to his clients' financial well-being. His unique perspective as a firefighter and financial advisor sets him apart in the industry, ensuring clients receive personalized, trustworthy guidance.

With a focus on word-of-mouth referrals, James continues to empower individuals and families to achieve their financial goals, offering comprehensive support tailored to their needs.