Nestor Vargas (CFP)

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

Baby Boomers

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I provide comprehensive retirement planning services via a flat-fee model to help families and professionals, better communicate about their money life, accelerate their savings plan, and retire early. As a Golden fee-only, fiduciary, and independent financial advisor, I never get paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

As an industry leading CFP®, I focus on helping my clients:

Reduce Taxes
Invest Smarter
Retire Early

I’m honest, straightforward, a great listener, and excited about life. I believe that a financial plan should support your vision of the ideal life.

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.

Professional Associations:

Additional Information

I’m a proud graduate of the Coggin College of Business at the University of North Florida.

I hold the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA) designations, reflecting my commitment to the highest standards of fiduciary care and professionalism.

As the founder of AlignPoint Wealth, I help successful families simplify their finances, lower their advisory costs, and retire with confidence — all through a transparent flat-fee model.

When I’m not crafting financial plans, you can find me enjoying time outdoors with my family, exploring Colorado, or cheering on the Denver Nuggets.

NAPFA Start Date

August 16, 2018

Visit Website Download vCard

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.