Our Qualifications

Estes Financial Services founder and CEO Tim Estes, CFP, CRPC, ChFEBC has been active in the financial services industry since 1991. He holds the designations of Certified Financial Planner ®, Chartered Retirement Planning Counselor, and Chartered Federal Employee Benefits Consultant. He is a member of the Financial Planning Association.  He holds Series 7, 24, 63, and 65 securities licenses.  He is also a life and health insurance agent.