Everest Financial Advisors, LLC

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 experienced 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 CFP® professional sets him apart in the industry, helping to ensure his 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.

Leonardo Nunez is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is a principal at Everest Financial Advisors, LLC, where he has worked since 2010. In addition to his advisory role, Nunez serves with the City of Miramar Fire Department, a position he has held since 1995. Everest Financial Advisors serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $61 million in discretionary assets, offering investment management, financial planning, retirement plan consulting, and tax preparation services, with a focus on portfolio suitability and educational programming.