Nestor Vargas, CFP®, CEPA
Financial planner for established entrepreneurs
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AlignPoint Wealth
Nestor Vargas, CFP®, CEPA
Lakewood, CO
Serving Clients Nationwide
Financial planner for established entrepreneurs
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Nestor Vargas, CFP®, CEPA
My name is Nestor Vargas, and I am a seasoned entrepreneur in the wealth management space. Over the last 14 years, I have been guiding business owners and families to create long-term financial security using a comprehensive approach to wealth management that many in the financial world overlook.So…why do I do what I do?
Because I’ve walked in your shoes. I understand the anxiety of managing your business as your largest asset, worrying about your family’s future, and feeling uncertain about the next investment move. All while trying to maintain a work-life balance and protect your assets.
All of the financial planning helped I found out there did not answer my major questions. “How do I identify, protect, and grow the values of my business while integrating my personal financial needs.”
That’s when I realized the importance of diversifying investments and creating frameworks for business and family. I developed the WealthFusion system, where we help entrepreneurs seamlessly integrate business and personal wealth.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
355 S Teller St, Suite 200, Lakewood, CO 80228
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a brief discovery meeting to determine if working together makes sense. This collaborative session lays the foundation for a plan uniquely tailored to your life. I look forward to speaking with you. Your journey begins with us taking the time to truly understand you—your goals, dreams, values, and concerns. Whether it’s retiring early, growing your business, or creating a legacy for your family, we start by learning what drives you.Offers Investment Management
Yes
About AlignPoint Wealth
At AlignPoint Wealth, we understand the unique challenges faced by small business owners.You’ve poured your heart and soul into building your business, and now it’s time to secure your families financial future.
Our wealth management and exit planning services are tailored specifically for entrepreneurs like you who are ready to take their success to the next level.
Beyond Traditional Wealth Management
We understand the unique challenges entrepreneurs encounter in juggling business and personal financial needs, as well as family responsibilities. Our financial strategies are meticulously crafted to assist you in navigating these complexities, providing you with peace of mind and a secure financial future.
A Few Ways We Can Help
✔️ Ongoing financial advice
A detailed strategy designed for your unique financial needs and objectives, considering both your business and personal assets.
✔️ Tax Planning
Our strategies aim to optimize your tax situation, ensuring you’re not leaving money on the table.
✔️ Investment Management
Expert advice on investing your surplus cash flow between real estate, business, and stocks.
The AlignPoint™ Advantage
What sets us apart?
It’s our unwavering commitment to your success. We don’t just crunch numbers; we become your trusted advisors, walking alongside you every step of the way. Our approach is holistic, considering not just your business finances, but your personal goals, family needs, and long-term vision.
Your Journey to Financial Freedom Starts Here
Imagine having a trusted partner who understands the intricacies of both personal wealth management and business growth. That’s exactly what you’ll find at AlignPoint Wealth.
Education
University of North Florida, Bachelor's degree, Finance, General | University of North Florida, Bachelor of Business Administration - BBA, Finance and Financial Management Services
Hobbies and Interests
- Cycling
- Family
- Hiking
- Skiing
Who We Serve
- Business Owners
- Entrepreneurs
- Gen X
- Gen Y / Millennials
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Financial Overwatch Meets Concierge Services
✅ Wealthtender Certified Advisor Review™
Feb 21, 2025
Nestor and his team have changed my life. Due to some health setbacks and other challenges, my financial picture wasn’t in a comfortable spot. I had missed a considerable chunk of time from work and had been drawing down my financial resources. But, after beating cancer (Victory!), my financial future was becoming a bit hazy. Would I be able to enjoy my later years comfortably? Would I have to work longer than I planned to?
Nestor casually asked me a question one day: “Has your advisor spoken to you about doing a Roth Conversion?” The answer was no. As a matter of fact, I hadn’t heard much from that advisor over the many months prior to his question. It was a simple question, but it made me wonder why I hadn’t been prompted by my then advisor to do something like that.
I was curious. Was Nestor’s view of financial planning and wealth management different from what I had previously experienced? One official meeting after that thought, gave me my answer. Absolutely.
His team will take a deep dive into everything that affects your estate and finances. Not intrusive. Just thorough. After, he will provide recommendations and suggestions. It is truly a concierge financial experience, unlike anything I have ever had. He has my trust, and he has my back. I feel like I have “financial overwatch” now! Many thanks to Nestor and his team at AlignPoint Wealth. I can’t recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Making Financial Planning Fun Since 2020
✅ Wealthtender Certified Advisor Review™
Feb 20, 2025
Maybe "fun" isn't quite the right word, but Nestor has been a pleasure to work with these past five years. He is professional, knowledgeable, candid, and empathetic. I do not like future planning and try to avoid the conversation at all costs. Prior to Nestor, we had someone who did not have a fiduciary responsibility to us and it showed. Nestor keeps us on track and truly listens to us. He gives guidance based on our comfort level and goals without pressure or ulterior motives. He is honest in his feedback and listens and empathizes with our current situation. He keeps us accountable, meeting with us throughout the year to make sure we are on track to meet our future goals. We are both self-employed, so having financial security for our children is very important to us. I truly appreciate his patience, integrity, and commitment to our financial well-being. We are now in a comfortable position for college, retirement, and beyond!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional Financial Planner and Investment Advisor - Highly Recommend
✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
We have been blown away by the expert guidance and warm professionalism of Nestor Vargas, our financial planner. His advice is spot-on—mixing solid financial strategy with just the right touch of humor to keep things light. His constant communication, professionalism, and solid advice is just what we needed, coming later in our lives to Investment Planning. Whether it's planning for the future or navigating the twists and turns of investments, he makes complex decisions feel uncomplicated, takes time to offer thorough explanation and is always available to us to address concerns and questions. He has offered us true peace of mind and confidence that our financial future is in great hands! We can't recommend him enough, Nestor is someone you can truly trust with your Investment planning!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Building our family's financial plan
✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
We brought Nestor into our lives last year to help us out with our family financial planning. We are still relatively new parents and lots of things changed once our kids were born. Nestor helped us identify what our priorities are, provided us a game plan and held us accountable in moving that plan forward.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Development of finance strategy and personal service
✅ Wealthtender Certified Advisor Review™
Feb 14, 2025
If you are looking for organized and strategic planning of your finances with an individial plan for your goals and needs, look no further than Nestor and his team at AginPoint Wealth. We are happy and confident of his services and he has made an individual plan with us and regularly accesses our situations and goals and does the follow through to ensure those goals are being met. He does the research and takes the time to explain things well. No matter where you're at in life, I recommend using this service to plan for the future. Nestor and his team will put the complexity of finances into something that can be understood and where you can see the path forward and meet your goals! Give them a call today. You will be glad you did.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
AlignPoint Wealth is a phenomenal partner for your long-term financial success.
✅ Wealthtender Certified Advisor Review™
Feb 14, 2025
My husband and I have had the pleasure of working with AlignPoint Wealth for many years, and I couldn’t be more impressed with their exceptional service and expertise. From our very first meeting, Nestor took the time to listen to our goals and develop a personalized plan tailored to our unique needs. Their attention to detail and thoroughness made us feel confident and secure in our financial decisions.
If you’re looking for someone who is not only knowledgeable but also genuinely caring, I highly recommend AlignPoint Wealth. Their professionalism and expertise have made a significant positive impact on our financial future. I feel more confident and in control of our financial journey thanks to their help!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Feb 14, 2025
Nester has taken the time to understand our goals and concerns; develop, explain, and adapt a plan that fits; and to get to know us personally. The process has helped us better understand our finances and increased our comfort level as we prepare for a transition into retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional, Personalized Service
✅ Wealthtender Certified Advisor Review™
Feb 14, 2025
Prior to working with Nestor, we were saving here and there and letting old 401ks lay around. Nestor worked with us to devise a plan for our present and future. He is a great listener and was eager to find out what was important to us and our family. Discussing finances and budgets as a couple can be overwhelming. Nestor understood that, and he helped ease us into difficult conversations that we needed to have. Now we have a plan, and we feel more comfortable in our spending and saving. We enjoy our zoom calls with Nestor, and we have a better overall plan for our future. We would highly recommend him to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Nestor is very good at what he does!
✅ Wealthtender Certified Advisor Review™
Feb 13, 2025
Nestor has been wonderful to work with! He is very knowledgeable and approaches his work with a genuine interest and care to do what’s best for us. He has supported our family with some major steps in our financial planning. We are very grateful for Nestor and look forward to working with him for years to come!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
In good Hands…!
✅ Wealthtender Certified Advisor Review™
Feb 13, 2025
I know Nestor since he was in High School through his parents….Nestor is one of the most focused and determined people I know! He is always looking out for my best interests so I never have to be worried about any financial decisions! You are in good hands!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Are trust in Nestor
✅ Wealthtender Certified Advisor Review™
Feb 13, 2025
We have a great trust with Nestor. He has walked us though every step on the way to our retirement goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An advisor who listens, cares and helps you reach YOUR goals
✅ Wealthtender Certified Advisor Review™
Feb 13, 2025
I cannot recommend Nestor enough for those looking for a financial advisor that is laser focused on what you, your family and/or your business want out of life. I’ve worked with other advisors who were very cookie cutter like in their approach. Nestor’s approach is personalized and focused on the client. He’s been life changing for our family!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing Progress and Bright Future
✅ Wealthtender Certified Advisor Review™
Feb 13, 2025
My wife and I have been working with Nestor for a years and am extremely well positioned for meeting all of our goals we set way back when. Nestor is always open to changes in our plan and loves a good challenge of helping us move ideas around. I would recommend him and his business one hundred times over.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 18, 2023
If you are looking for someone to help you with your financial planning Nestor Vargus of Green Mountain Planning is a very good choice. I am speaking from personal experience working with him. He has the experience & education plus all the necessary credentials, He is a Certified Financial Planner (CFP) & a member of the Nat’l Assoc of Personal Financial Advisors (NAPFA) If you are retired, like my husband & I are, & looking for someone who knows how to help you plan your finances for this stage of your life this is Nestor’s specialty area. I find him to be conscientious, hard working & ethical. I would not hesitate to recommend Green Mountain Planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 22, 2020
Nestor takes time to understand your needs and executes your financial plan based on what will work best for you. I feel very confident putting our financial future in his hands. I highly recommend Green Mountain Planning!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2020
I cannot say enough good things about Nestor and the work he does through Green Mountain Planning. I would recommend him to anyone. Nestor helped me figure out my finances in ways I never would have thought of. If you are needing help in the financial planning department, do yourself a favor and contact Nestor. He's reliable, trustworthy and transparent. He's also very responsive! Again, cannot say enough positive things about Nestor and his business!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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