Kevin Estes

Experience

1. Founder and Financial Planner

   Scaled Finance, Llc

   Apr 2022 — Present

   I\'m a financial planner helping T-Mobile employees and their families live their best lives. My specialties include- Equity compensation, especially Restricted Stock Units and Employee Stock Purchase Plans - Financial independence, having actively participated in the community since 2015 - Real estate, based on my experience owning single-family, multi-family, and commercial properties - Education planning, leveraging my experience helping families and their students thrive A big part of my job is creating content. For instance, I invested a few months to develop a complimentary course on financial independence. I\'d love to hear from you! I\'m particularly interested in your finance questions. Your suggestions help me prioritize the content I create! Scaled Finance is more than an hourly financial planning firm- Fiduciary: I only advise what\'s in clients best interest. Not mine- Fee-Only: I only get paid by clients. No products, commissions, or hidden charges- Advice-Only: Clients maintain complete control of their money. No hassle of moving assets or accounts- Independent: I\'m not tied to any family of funds, investments, or insurance products. Scaled Finance\'s values include- Clarity creates confidence - No judgment, just tradeoffs - Clients\' best interest in mind. Always- Expand options - Extreme transparency - Turn the turtle

Skills

• Program Management
• Business Intelligence
• Organizational Development
• Business Strategy
• Market Research
• Coaching
• Data Analysis
• Financial Analysis
• Strategy
• Strategic Planning
• Social Media Marketing
• Analysis
• Microsoft Excel
• Cross-Functional Team Leadership
• Event Planning
• Leadership
• Analytics
• Forecasting
• Process Improvement
• Fundraising
• Mergers & Acquisitions
• Mergers
• Competitive Analysis