Hank Estep, CFP®

Wealth Advisor

980.701.2318
980.701.2318
hank.estep@signaturefd.com

My Net Worthwhile® is to help clients align their resources with their values.

Hank’s passion is to serve others by providing trusted and personalized financial advice. He believes that addressing challenges with intentional purpose empowers clients to make wise decisions.

Before SignatureFD, Hank spent several years with Goldman Sachs Ayco, working primarily with corporate executives and other high-net-worth individuals and families He has a particular expertise in helping mid-to-late career professionals navigate the ever-increasing financial complexities that come with career success. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Hank graduated Magna Cum Laude from The Citadel, where he was a member of the Honors Program. He is an active member of his church and The Citadel alumni community. Hank lives in the Lake Norman area with his family. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.