Scaled Finance, LLC
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!
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!
0
Client Reviews
$250 to $
Hourly Rate
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
About Scaled Finance, LLC
Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
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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