Nestor Vargas (CFP)

Nestor Vargas focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Novice Investors

Planning Specialties

For more than a decade, I have helped families in the oil and gas industry avoid common financial pitfalls that can lead to very catastrophic outcomes.

My passion for working with families in these industries was solidified when I saw many of them struggling with the consequences of the 2014 O&G market downturn.

I earned my CFP® designation in my 30s, so I am particularly attuned to the challenges facing young professionals, families and business owners. Whether it’s saving for college, paying down student loan debt or early retirement, I will like to assist.

I established Green Mountain Planning as a fee-only financial firm to avoid the pitfalls and conflicts of interest found in other agency settings.

I work for you, not any company or product.

NAPFA Start Date

August 16, 2018


This Office

14143 Denver West Pkwy Ste 100 Golden, CO 80401-3275 Phone: (970) 620-8688

Other Offices

355 S Teller St Ste 200 Lakewood, CO 80226-7391 Phone: (970) 620-8688
9233 Park Meadows Dr Lone Tree, CO 80124-5426 Phone: (970) 620-8688
501 S Cherry St Fl 11 Denver, CO 80246-1325 Phone: (970) 620-8688
7350 E Progress Pl Ste 100 Greenwood Village, CO 80111-2130 Phone: (970) 620-8688
4 W Dry Creek Cir Ste 100 Littleton, CO 80120-4457 Phone: (970) 620-8688
1624 Market St Ste 202 Denver, CO 80202-1518 Phone: (970) 620-8688