Hank Estep, CFP®
My NET WORTHWHILE™ is to help clients steward their resources in alignment with their values.
Hank’s driving mission 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 Personal Financial Management, working primarily with corporate executives and other high-net-worth individuals and families. He has a background in executive compensation, income tax planning, and estate planning. Hank’s experience has taught him to swiftly navigate unique financial complexities with an eye on the bigger picture. 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 lives outside of Charlotte with his wife and young son.SAVE AS PDF
*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.