John Estes, principal and owner of Estes Wealth Strategies, has worked in the financial services industry for more than two decades, providing high-quality, customized financial planning and wealth management services to individuals and institutions in the greater D.C. Metropolitan area and nationally.
John left his investment management position at a nationally known brokerage firm to found Estes Wealth Strategies in 1998. Starting his own business was a means of fulfilling his passion for helping families and organizations pursue their financial goals through a combination of comprehensive financial planning services and investment management expertise. He associated his practice with Raymond James Financial Services based on the firm’s sterling reputation within the financial services industry for quality, integrity, and service.
John is a CERTIFIED FINANCIAL PLANNER ™ professional, a Certified Plan Fiduciary Advisor, and a licensed life insurance and variable annuity agent. He received a BA in Economics from University of Maryland, College Park. He is active in the National Capital Area Chapter of the Financial Planning Association (FPA).
John lives with his wife, Susan, and three children in Oakton, Virginia. He enjoys spending time with his family and loves to travel. He is also an avid sailor and holds a black belt in Traditional Karate Uechi Ryu.
