Scaled Finance, LLC
Typically responds within 24 hours
Scaled Finance, LLC
Kevin Estes, CFP®, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
Clients who would be a good fit
Tech professionals
Clients who wouldNOTbe a good fit
Individuals who are: • looking for investment management
• only interested in investments
• convinced they can beat the market
• in need of bill payment services
• considering bankruptcy
• living outside the United States
• seeking cross-border financial planning
• caring for an atypically abled family member
• unable to dedicate time to improving their finances
• unwilling to make changes
• jerks
• only interested in investments
• convinced they can beat the market
• in need of bill payment services
• considering bankruptcy
• living outside the United States
• seeking cross-border financial planning
• caring for an atypically abled family member
• unable to dedicate time to improving their finances
• unwilling to make changes
• jerks
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Hourly Rate
$250
Meeting Options
Video meetings
Phone
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
