Scaled Finance, LLC

0.0 stars · 0 reviews · Serves Washington · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation

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!