Armando Estevane
CFP®
EP Wealth Advisors
Wealth Advisor
Armando Estevane
CFP®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Armando Estevane, CFP®
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Armando Estevane is a Irvine, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Armando Estevane is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Armando Estevane has more than a decade of experience in the financial services industry. He joined EP Wealth Advisors in 2022. Armando’s previous responsibilities included roles as a Private Client Advisor at JPMorgan Chase Bank N.A. and a Financial and Investment Consultant at Fidelity Investments. Armando was attracted to a career in wealth management by witnessing at a young age how poor financial decisions by loved ones derailed their livelihood. Resolved to help others avoid similar pitfalls, he feels lucky to have a career where he can use his interests and enthusiasm to help others. His focus includes high net worth individuals such as doctors, business professionals, professors and engineers. Armando’s process, business beliefs and values are centered around each client and what is most important in their life. One of his favorite financial tips is to remember that “The IRS shouldn’t be your biggest charity.” When he’s not simplifying the complexities of financial planning, Armando likes to spend time camping with his wife. He also enjoys traveling to coveted scuba diving destinations. During the week he looks forward to cooking on the bbq and going for walks with his golden doodle Zoey.
Education
California State University, Fullerton, Bachelor of Business Administration, Emphasis in Finance
University of California, Irvine Division of Continuing Education – Personal Financial Planning
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Armando Estevane is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Armando Estevane
Office Locations:
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18301 Von Karman Ave.
Suite 1050
Irvine, CA 92612
