James Estep Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Professional @ Everest Financial Advisors
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James Estep Location
- Hollywood, FL, US
James Estep Work
- Board Trustee @ Miramar Firefighters Pension Fund (January 2021 - Present)
- Board Chairman @ Miramar Firefighters Pension Fund (July 2010 - December 2020)
- CERTIFIED FINANCIAL PLANNER™ Professional @ (January 2010 - Present)
- Battalion Chief @ (July 1996 - July 2024)
- Union President @ Professional Firefighters of Miramar Local 2820 (November 2017 - January 2024)
- Advisory Board @ Miramar Firefighter Pension Fund (June 2007 - July 2010)
- Director of Automated Trading Systems @ Wealth Builders FX (October 2006 - January 2010)
James Estep Education
- Boston University
Certificate of Financial Planning
2008-2010 - Barry University
Bachelors (Public Administration)
2004-2006 - Broward College 1992-1995
James Estep Skills
- Alternative Investments
- Financial Advisory
- Retirement Planning
- Financial Planning
- Public Safety
- See 1+see Less
- Government
- Investments
- Finance
- Roth IRA
- Asset Allocation
- Strategic Planning
- Strategy
- Investment Advisory
- Strategic Financial Planning
- Investment Strategies
- Emergency Management
- Wealth
- Tax Preparation
- Management
- Strategic Financial
- Retirement
- Options
- Investment Management
James Estep Summary
- James Estep, based in Hollywood, FL, US, is currently a CERTIFIED FINANCIAL PLANNER™ Professional at Everest Financial Advisors. James Estep brings experience from previous roles at Miramar Firefighters Pension Fund, City of Miramar, Florida and Professional Firefighters of Miramar Local 2820. James Estep holds a 2008 - 2010 Certificate of Financial Planning @ Boston University. With a robust skill set that includes Alternative Investments, Financial Advisory, Retirement Planning, Financial Planning, Public Safety and more. James Estep has 1 emails and 3 mobile phone numbers on RocketReach.
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