Armando Estevane, CFP®

Vice President

Orange County, California

Contact Armando

Armando’s focuses include 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.”.
Armando 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 graduated from California State University, Fullerton, earning a Bachelor of Business Administration, with an Emphasis in Finance and University of California, Irvine Division of Continuing Education with a degree in Personal Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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.