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.
California State University, Fullerton, Bachelor of Business Administration, Emphasis in Finance
University of California, Irvine Division of Continuing Education – Personal Financial Planning