EVEREST FINANCIAL ADVISORS, LLC
COOPER CITY, FLORIDA

Established in Cooper City, Florida, on January 8, 2010, Everest Financial Advisors, LLC is a financially-oriented firm founded by two seasoned Fire Department Chief Officers. The company specializes in providing financial advice and services to individuals at various stages of their careers, particularly focusing on Municipal, County, State workers, and healthcare providers. With over 25 years combined experience in Defined Benefit Pension plans among its principals, the firm ensures comprehensive assessment and management of retirement needs. Everest Financial Advisors offers a range of services including tax preparation, financial planning, investment management, and income distribution strategies. They operate as fee-only advisors without commissions to ensure unbiased advice. Leo Nunez, CFP®, one principal, possesses expertise in these areas with specialized licenses from FINRA (Series 3 and 65) and has extensive experience in Defined Benefit Pension Plans. He also holds a designation as Certified Public Pension Trustee through the Florida Public Pension Trustees Association. His counterpart, James Estep, CFP®, complements the leadership team with specialized knowledge in financial planning for public sector employees and also holds FINRA-issued Series 3 and 65 licenses. Clients are invited to sign up for the firm's newsletter to receive notifications about upcoming educational seminars and additional services offered. Information on the company’s website is intended to be factual and current but should not be assumed as exhaustive or fully accurate. Everest Financial Advisors maintains a business address at 9720 Stirling Road, Cooper City, FL, with contact accessible via phone at (954) 233-1960. The firm has adhered to its commitment towards fiscal responsibility since incorporation under the Florida Secretary of State with Filed Number L10000002934 as an FLAL company type. Its officers include James Estep and Leo Nunez, both serving as Managers. For more detailed information about their services or to learn about tax preparation assistance, visit Everest Financial Advisors at their website: everestfinancialadvisors.com.