I sat down for a Morning Meeting this week with Miramar, FL Battalion Chief and CFP Leo Nunez. Chief Nunez is an advocate of an approach similar to the Dave Ramsey one of financial planning which he uses to help firefighters and first responders get their financial houses in order. Simple, but not easy. 🧐
We talked about the importance of finding a CFP who has a fiduciary responsibility to help you make investments that are in YOUR best interest, who don't charge you an arm and leg and is someone you can trust.
Chief Nunez and his partner, Battalion Chief James Estep, started their CFP firm Everest Financial Advisors over a decade ago when they recognized the need for that type of service for first responders. While many of us claim to be financial wizards while we're sitting around the kitchen table drinking our morning coffee, Chief Nunez actually has the education, training and experience to back it up. 😎
If you'd like to learn more about them, you can find them at https://everestfa.com/ or you can email the Chief directly at leonunez@everestfa.com
I hope you guys enjoy it.
