Everest Financial Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

For first responders getting ready to transition out of their careers,
making decisions about the DROP and other benefits can leave them
stressed out about choices that can affect their income for the rest of
their lives. At Everest Financial Advisors, we provide financial plans
evaluating numerous scenarios to help first responders take
ownership of their benefits and take on the next chapter of their lives
with certainty. 

We are an independent Registered Investment Advisor based in
Cooper City, FL. We specialize in helping Florida firefighters and law
enforcement officers navigate complicated DROP and defined benefit
pension elections. We understand how overwhelming these
decisions can be, with the fear of making mistakes that can't be
recovered from. We provide personalized guidance to help first
responders:

Reduce their stress by making informed decisions about their
benefits
Gain a financial blueprint with income predictability
Rely on an accountability partner and sounding board for any
financial decisions

Find Everest Financial Advisors employees' phone numbers or email addresses

Everest Financial Advisors Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Everest Financial Advisors's Leadership

  • Stylized image of a person
    T. L.
    Managing Director
    Phone icon
  • Stylized image of a person
    J. E.
    Certified Financial Planner™ Professional
    Phone icon
  • Stylized image of a person
    L. N.
    Certified Financial Planner™ Professional
    Phone icon
  • Stylized image of a person
    J. E. C.
    Certified Financial Planner Professional
    Phone icon

Contact profiles from Everest Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    Managing Director
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. E.
    Certified Financial Planner™ Professional
    Phone icon
    United StatesFlorida
    Sep 08, 2025
  • Stylized image of a person
    L. N.
    Certified Financial Planner™ Professional
    Phone icon
    United StatesFlorida
    Jul 19, 2025
  • Stylized image of a person
    J. E. C.
    Certified Financial Planner Professional
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Everest Financial Advisors known for?

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Everest Financial Advisors was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 9720 Stirling Rd, Suite 107 Cooper City, Florida 33024, US; you can contact the main corporate office by phone at . Explore Everest Financial Advisors's company overview page for more information.

What is Everest Financial Advisors's most common email format?

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Everest Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Everest Financial Advisors email formats with LeadIQ.

How many employees does Everest Financial Advisors have currently?

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Everest Financial Advisors has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Everest Financial Advisors's key employees and leadership?

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As of October 2025, Everest Financial Advisors's key employees include:

  • Managing Director: T. L.
  • Certified Financial Planner™ Professional: J. E.
  • Certified Financial Planner™ Professional: L. N.
  • Certified Financial Planner Professional: J. E. C.

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