Leo Nunez

CFP®

Financial Advisor and Co-Founder

Everest Financial Advisors


Cooper City, FL
Anywhere / Virtual Meetings
Leo Nunez
  • https://www.facebook.com/EverestFA/
  • https://www.linkedin.com/in/leonunezcfp/
  • https://twitter.com/everestfa
  • https://www.youtube.com/channel/UCdK2cX_5bn1YYUBYkdX_pjA?view_as=subscriber
  • https://www.everestfa.com/#block-blog-01

Fee-Only financial planner located in Cooper City, FL, serving first responders locally and across the country

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • We are Fee-Only, meaning that we never sell products that earn a commission

  • Our office is located in Cooper City, FL, but we serve clients across the country

  • I specialize in working with First Responders such as Firefighters and Police Officers

  • We will help you set new goals and create a financial plan to realize them

  • Contact us to schedule a complimentary introduction phone call

  • We are currently accepting new clients with no minimum in investable assets

Get to Know Leo Nunez

Leo is one of the co-founders of Everest Financial Advisors and has seen it grow into the premier financial advisory firm for Florida first responders that it is today. As someone dedicated to the betterment of others, clients value his intellect, analytical skills, and ability to simplify complex financial concepts.

After 28 years of service with the City of Miramar Fire Department Leo retired in 2023 as a Battalion Chief. During his tenure there, he attained his Bachelor's Degree in Public Administration, went on to complete his coursework and attain his designation as a CERTIFIED FINANCIAL PLANNER™ professional, and served as a trustee to the Miramar Firefighters Pension Fund since 1997; a role he still fulfills today.

Remaining committed to his life of public service, Leo draws parallels between his fire service risk analysis and helping clients explore all their financial possibilities. He remains committed to aiding those who serve others, and ensuring they enjoy a well-deserved retirement. On a personal level, Leo is a proud husband and father to a beautiful daughter and chocolate lab. In his free time, Leo enjoys traveling, cooking, and sports.

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I Can Help You With:

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate Planning
  • DROP Account Management
  • Social Security Planning & Integration
  • Deferred Compensation Planning

Ideal Clients:

  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Public Safety Employees
  • Firefighters
  • Police Officers

Office Locations

  • 9720 Stirling Rd, Suite 107 - Cooper City, FL 33024

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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