Everest Financial Advisors

Everest Financial Advisors is a financial planner in Cooper City, FL, specializing in retirement planning, estate planning, investment management, and tax strategy for Florida’s first responders, including firefighters and law enforcement officers. The firm serves clients across South Florida, offering personalized financial guidance tailored to the unique benefits and challenges faced by public safety professionals. With a focus on informed decision-making, the firm helps clients navigate complex pension elections, DROP programs, and 457(b) distributions, ensuring long-term financial security. Though no formal rating or review count is provided, the firm’s emphasis on client education and scenario modeling reflects a commitment to clarity and confidence in financial choices.

The firm was founded by James Estep and Leo Nunez, both retired firefighters with over 25 years of combined experience as CERTIFIED FINANCIAL PLANNER™ professionals. James, a former Battalion Chief with the Miramar Fire Department and a trustee on the Miramar Firefighters Pension Plan, brings deep institutional knowledge to the firm, having served on the IAFF Local 2820 Executive Board and earned the Certified Public Pension Trustee designation. Their approach centers on scenario modeling, helping clients understand the long-term impacts of retirement decisions, while prioritizing conflict-free advice and client trust. The team emphasizes detailed financial planning that integrates tax efficiency, portfolio allocation, and estate goals to help clients live confidently in retirement.

Everest Financial Advisors is located at 9720 Stirling Rd in Cooper City, FL. The business sits on Stirling Road, a central thoroughfare in the area, with no specific nearby landmarks listed. The firm’s service area extends throughout South Florida, with a strong focus on supporting public safety professionals in their transition to retirement or new career phases. The founders’ firsthand experience as firefighters and their extensive involvement in pension governance lend credibility and depth to their advisory work, setting them apart in the financial planning space. Their commitment to empowering clients through education and strategic planning ensures that first responders can retire with confidence, knowing their financial future is secure.