Kevin Estes
Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
Scaled Finance, LLC · Bellevue, Washington
Is this you, Kevin?
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About
Meet Kevin Estes, a CERTIFIED FINANCIAL PLANNER™ professional and MBA, dedicated to helping tech professionals and their families live great lives. His work at Amazon and T-Mobile gave him an in-depth understanding of tech compensation packages. Recognizing a lack of financial planning services tailored to his colleagues' needs, he founded Scaled Finance, LLC.
Kevin offers hourly, fee-only financial planning services and has a fiduciary commitment to his clients. He's located near Seattle and serves clients nationwide.
His planning specialties include: • Equity compensation • Financial independence • Real estate • Education planning
Kevin is also passionate about financial education. He shares valuable resources and insights he gained over the years through regular articles, media quotes, and an 11-session video course designed to help individuals achieve financial independence.
In his personal life, Kevin enjoys bicycling, sailing, and spending quality time with friends and family in the Seattle area.
Schedule a free, no-obligation consultation today!
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Executives
- Early-career professionals
- Pre-retirees
- Real estate investors
- Retirees
- Founders
- Multi-generational families
Services
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Debt Management
- Executive Compensation
- Family Wealth Transfer
- Financial Advice & Coaching
- Insurance Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Exit Planning
- Estate Planning
- Financial Planning
Structured record
| Name | Kevin Estes |
|---|---|
| Firm | Scaled Finance, LLC |
| Location | Bellevue, Washington |
| Fee model | Hourly Rate |
| AUM | Under $25M |
| Founded | 2022 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP · MBA |
| Designations | Series 65 · CFP (Certified Financial Planner) · Other |
| Investment approach | Passive management |
| Website | https://scaledfinance.com |
| https://www.linkedin.com/company/scaled-finance-llc/ |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Pension planning
- Sustainable & impact investing