ABOUT ME

Hi, I’m Kevin Estes.

I spent nine years with T-Mobile Financial Planning & Analysis, primarily supporting the Care team.

I learned T-Mobile’s total compensation package for both me and entire departments.

Coworkers kept asking me financial questions. I couldn’t find any financial planning firms dedicated to helping them, so I decided to:

✅ complete a personal financial planning program,

✅ pass the CERTIFIED FINANCIAL PLANNER™ exam, and

✅ found Scaled Finance in early 2022.

On a personal note, I live in the Seattle area and when I'm not working, I enjoy bicycling, sailing, and spending time with friends and family.

AREAS OF FOCUS

💰 Equity compensation

🛫 Financial independence

🏡 Real estate

🎓 Education planning

COMPLIMENTARY VIDEO COURSE

📺 Here is a link to an introductory video with more information about the 11-session video course I created to help everyone, not just T-Mobile employees. There's no cost to take the course and I will share with you the best financial independence resources I've either found or created.

https://www.scaledfinance.com/course-overview

WHAT TO EXPECT IN THE FIRST MEETING

📆 Below is a link to schedule a free consultation. This is an approximately 45-minute Zoom conversation for us to mutually determine fit. This meeting will prioritize you and your family to focus on your challenges, opportunities, and questions. I look forward to speaking with you!

https://www.scaledfinance.com/free-consultation

ABOUT SCALED FINANCE

I’m located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing me to serve clients nationwide.

Guiding Principles:

💡 Clarity Creates Confidence

🛣️ No Judgement, Just Tradeoffs

🫵 Clients' Best Interest in Mind. Always.

➕ Expand Options

🔍 Extreme Transparency

🐢 Turn the Turtle

EDUCATION

University of Notre Dame - Mendoza College of Business, MBA

University of California, Los Angeles, BA, Political Science and Economics