James Estep, CFP®
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Executive Summary
James Estep, CFP(r), is a highly experienced financial advisor with 27.3 years of work experience. He specializes in financial planning, investment management, and income distribution strategies for municipalities, county, and state workers as well as healthcare providers. James specializes in various financial planning, tax preparation, rollover strategies, social security planning and integration, defined benefit pension plans, 401(k), 403(b), 457(b), and ROTH IRA's. He has held various positions, including Board Chairman, Certified Financial Planner, Advisory Board, Director of Automated Trading Systems, and Battalion Chief. James is based in the United States.
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Everest Financial Advisors
james estep is a trusted advisor at everest financial advisors&Certified Financial Planner™ Professional
james estep is a trusted advisor at everest financial advisors
Certified Financial Planner™ Professional
Professional Background
Personal Interests
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