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

A2 Marketing Group

Strategy, Go-to-Market, Channel Marketing, Partner Development.

Founding Principal

A2 Channel Insights

Kaptivo

Senior Director, Global Channels and Partner Sales 

Light Blue Optics - Kaptivo

Kaptivo is a leading provider of visual collaboration solutions for enterprise, education and remote workers anywhere.

Executive responsible for Kaptivo's worldwide sales through partners --responsible for defining strategy, building partner pipeline and closing business. Oversaw sales and marketing operations, systems, procedures and training for internal employees.  Managed team of third-party consultants to customize and implement CRM, Marketing Automation and PRM systems. Evaluated partner performance, engagement and sales capabilities to assess alignment and ability to achieve business objectives.

Relaunched, rebranded and resourced, refocused the partner program enablement and engagement to ensure alignment and attainment of mutual business objectives

Senior Director, Global Channel and Partner Sales

ABBYY

Director, Channel and Partner Marketing

ABBYY USA

Drive marketing strategies to accelerate revenue and market share growth.

Director, Retail Marketing

Adobe Systems, Inc.

Relaunch consumer channel marketing efforts including building relationships with key big box, mass merchant and online retail partners.

Launch new versions of Photoshop Elements #1 consumer digital photo editing software.  Launch premier version of Premiere Elements, consumer video editing software product.

Establish internal process to l opportunistic discount strategy; establish "magic" price points to drive maximum on-ad ROI.

Create program analysis tools to gain consensus from key stakeholders in support of seasonal and competitive programs.

Continually evaluate channel partners, programs and initiative to drive effective and efficient marketing spend.

Leverage partners as multipliers to increase awareness and access to target audiences.

Successfully partner with industry leaders and retailers to create best in class events for target audiences.

Develop and execute seminars, roadshows, webinars and sales training programs to maximize opportunity to reach sales associates as well as consumers to drive purchase and market share.

Increase online revenue as a percentage of overall consumer revenue.

Define new and adjacent markets and successfully penetrate to gain additional market share.

Senior Marketing Manager,  Creative Suite

Senior executive with more than 20 years in enterprise and consumer (B2B/B2C) channel sales and marketing. Proven track record for  delivering results through  strategic planning, impeccable execution and managed collaboration.  Research and analytical data inform decision-making. Skilled in all aspects of go-to -market strategies, product launches, campaign and direct marketing.  Exceptional problem solver; collaborator and consensus driver. Experienced in P&L, budget management and sales operations.

Brand affiliation: Adobe Systems., Dragon Systems, (Nuance), Handspring, Inc., Symantec.

Specialties: Channel Marketing, Partner Marketing, program analysis, budget management, P&L

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Angelique Brown

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?