Kevin Estes

Financial planner helping T-Mobile employees and families live their best lives.

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Scaled Finance Kevin Estes he/him
Bellevue, WA

Serving Clients Nationwide

Financial planner helping T-Mobile employees and families live their best lives.

Areas of Focus

  • Education Funding
  • Equity Compensation Options
  • Financial Life Planning
  • Real Estate Investing
  • Retiring Early (F.I.R.E)

About Me

Hi, I’m Kevin Estes.

I spent nine years with T-Mobile Financial Planning & Analysis, primarily supporting the Care team.

I learned T-Mobile’s total compensation package for both myself and entire departments.

Coworkers kept asking me financial questions. I couldn’t find any financial planning firms dedicated to helping them so I decided to:

✅ complete a personal financial planning program,


✅ found Scaled Finance in early 2022.

On a personal note, I live in the Seattle area and when I'm not working, I enjoy bicycling, sailing, and spending time with friends and family.


📺 Scroll down to view an introductory video with more information about the 11-session video course I created to help everyone, not just T-Mobile employees. There's no cost to take the course and I will share with you the best financial independence resources I've either found or created.

🔗 You will find a link to the video course in the Highlights tab, just below my profile.


  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

12819 SE 38th St, Suite 214 Bellevue, WA 98006


Meeting Options

  • Video Conference
  • Online Courses

Compensation Methods

  • Advice-Only
  • Fee Only
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule a free consultation. This is an approximately 45 minute Zoom conversation for us to mutually determine fit. This meeting will prioritize you and your family to focus on your challenges, opportunities, and questions. I look forward to speaking with you!

About our Firm

At Scaled Finance, I help T-Mobile employees and their families save their first $1,000,000 and beyond. My definition of family is broad! Your family is whoever matters most to you.

I’ve been blessed with incredible opportunities throughout my life. Now, I have the privilege to help people doing what I love. I feel a deep responsibility - a calling - to help you and your family live your best lives.

I’m located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing me to serve clients nationwide.

Our Guiding Principles:

💡 Clarity Creates Confidence: Harness your deeper why. Clarity of thought leads to elegant simplicity.

🛣️ No Judgement, Just Tradeoffs: No one can be behind on their path. Reviewing tradeoffs helps you choose how to live your best life.

🫵 Clients' Best Interest in Mind. Always: Proactively avoid conflicts of interest. Limit and discuss the unavoidable ones.

➕ Expand Options: Help you nurture your considerable capital (human, creative, financial...) to give you more options.

🔍 Extreme Transparency: Create the plan, incorporate feedback, and celebrate wins together!

🐢 Turn the Turtle: If making a little effort can help someone back on their feet, do it! We can all use a little help on our journey.


University of Notre Dame - Mendoza College of Business, MBA | University of California, Los Angeles, BA, Political Science and Economics with a Specialization in Computing

Hobbies and Interests

  • Board Games
  • Camping
  • Cycling
  • Family
  • Movies
  • Reading
  • Running
  • Sailing
  • Skiing
  • Swimming

Who We Serve

  • Baby Boomers
  • Couples
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Real Estate Investors
  • Remote Workers
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.