Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

Outdoorsman | Conservationist | Financial Planner for outdoor enthusiasts | Build wealth - Leave a Legacy

Life is best lived enjoying today, yet we can’t ignore the importance of planning for the next season.  Finances, investing, taxes and retirement income needs are confusing and time consuming.  My goal is to free you to focus on what’s most important; your health, your hobbies, and your family.  Following my studies and degree in Finance from NC State University I have been helping clients with financial planning since 2008.  I love the outdoors, casting a line, watching ducks break the early dawn sky, and conserving our natural resources for future generations.  As a business owner myself, I understand the complexities of integrating company and personal finances.  As a man of faith, I value learning about and serving organizations that work to improve our community.  

- Helping families and individuals build tax-efficient wealth to support their lifestyle
- Helping create stable and predictable retirement income and leaving a lasting legacy
- Helping businessowners navigate the world of retirement plans, growth and eventual succession

Share your story with me, and let’s do great things in this life.  

Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

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The Battle

Nestor Vargas, CFP®, CEPA

Andrew Rose, CFP® CLU®, RICP®

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