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
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
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
- Hourly Rate
- 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 our Firm
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
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
- Gen X
- Gen Y / Millennials
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