John Estes
CERTIFIED FINANCIAL PLANNER (R)
- Role
- Registered Principal and Certified Financial Planner (Tm) at Estes Wealth Strategies
- Location
- Fairfax County, VA, US
- LinkedIn followers
- 500 followers
About John Estes
John Estes, registered principal and owner of Estes Wealth Strategies, has worked in the…
Experience
Registered Principal and Certified Financial Planner (Tm)
Jul 1998 — Present · Fairfax, VA
Estes Wealth Strategies was founded by financial advisor John Estes in 1998 with this simple mission: To help clients invest and manage their money today—for the future they desire tomorrow. Our advisors provide high-quality, customized asset management and financial planning services for individuals and families. We also manage institutional assets and implement employee retirement plans for businesses and nonprofits. We are based in Fairfax, Virginia but serve clients throughout the greater D.C. metropolitan area and offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Estes Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Skills
- Institutional Asset Management
- Asset Allocation
- Risk Management
- Wealth Management
- Private Asset Management
- Qualified Retirement Plans
- Investments
- Variable Annuities
- Retirement Planning
- Insurance
- Personal Financial Planning
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