Armando Estevane, CFP®

Vice President, Advisor

Orange County, California

Contact Armando

Armando serves high-net-worth clients, including physicians, engineers, professors, and business professionals. He centers planning on what matters most in each client’s life, integrating tax-aware strategies.
Armando joined EP Wealth in 2022 and brings over a decade of experience in private client advisory roles at national financial institutions. He earned a B.B.A. in Finance from California State University, Fullerton, and completed UC Irvine’s Personal Financial Planning program. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Armando’s approach is thorough, organized, and proactive. He integrates investments, retirement, and tax strategy into clear action plans, believing consistent execution drives better outcomes.
Armando enjoys camping with his wife, traveling to scuba destinations, and spending evenings barbequing and walking their goldendoodle, Zoey.