Kevin Estes (CFP®, MBA)
Kevin Estes focuses in the
following client markets or areas of practice:
- College/Education Planning
- Hourly
- Investment Advice without Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Hourly
- Investment Advice without Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Fiduciary
- Fee Only, Advice Only, and Hourly
- Tech Professionals
- Equity Compensation including RSU, ESPP, and ISO
- Financial Independence
- Early Retirement
Additional Information
Kevin holds a bachelor's degree in Economics and Political Science from UCLA as well as an MBA from the University of Notre Dame. Kevin obtained the CFP® designation in 2024. He founded Scaled Finance, LLC in 2022 as a fully virtual practice.
Kevin spent nine years in Financial Planning & Analysis at T-Mobile. He's also a member of the Financial Independence (FI) community.
He especially enjoys working with tech employees and those looking to retire early. He has substantial experience with equity compensation, early retirement, real estate investing, and education planning. In his free time, Kevin hosts events for fellow advisors, prioritizes time with family, and enjoys nature.
NAPFA Start Date
October 19, 2021
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