Kevin Estes (he/him)



Equity Compensation, Financial Independence, Real Estate, Education Planning

Company: Scaled Finance LLC

Certifications: Candidate for CFP® Certification



Kevin Estes (he/him), Candidate for CFP® Certification


Kevin Estes is an hourly financial planner who helps T-Mobile employees and their families live their best lives. He spent nine years with T-Mobile Financial Planning & Analysis. Coworkers kept asking him financial questions, which eventually led him to launch Scaled Finance.

Kevin has been part of the financial independence community since 2015. He has such a passion for helping people become work optional that he developed a complimentary 11-session video course. In it, he shares the best financial independence resources he’s either found or created.

Kevin received a Certificate in Financial Planning from Boston University, Master of Business Administration (MBA) from the University of Notre Dame, and Bachelor of Arts (BA) from the University of California – Los Angeles (UCLA).

Financial Independence Course:

Location: Bellevue, WA and Virtual



Press Mentions

Contact Kevin Estes (he/him)

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