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

Sunpointe Investments

Vice President of Financial Planning and Private Wealth Advisor

Vanguard

Internal Sales Manager

Senior Internal Sales Consultant

Manage a book of business with my external partner of Financial Professionals within the Broker Dealer industry. Our goal is to develop relationships with advisors and support their practices through our world class products, literature and research, and, tools and analysis. This role requires some travel into the field and managing many projects and relationships at one time. We use various sale techniques to open the conversation with our advisors to match a product or solution with a specific topic area.

Internal Sales Consultant

Handles in-bound calls from financial advisor related to general market knowledge, Vanguard product information, and competitor products.
Profiles prospective clients, recommends suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate.
Builds, grows, and maintains advisor relationships with external partner by developing a thorough understanding of Vanguards value added offerings and successfully positioning these services to advisors.
Assists Internal and External sales executives by delivering analytics, talking points, and competitive analysis for projects.

Inbound Sales Associate in Financial Advisor Services

Help clients find a solution to various problems with their investment portfolios or investment strategies through working with an advisor or guidance. We also look at other areas to save clients on expense ratios and fees by moving assets under one roof to make it easier to invest. Overall our goal is to develop a deeper relationship with clients and build trust.

Select Services

Assisting all types of investors with meeting their financial goals-the young adult opening a first account, a family saving for a child's college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan. As well as, developing relationships with clients to understand their unique investment needs and position appropriate products or solutions

Client Relationship Associate

Philadelphia Phillies

- Helped clients purchase tickets
- Assisted The Big Piece Foundation (Ryan Howards Foundation) with a live auction and set up and take down of the facility.
- Ball park tours
- Pre-game set up for parties and events.
-Event management assistance for the "Run or Dye" event at the stadium

Phone Center Intern

I am a father and a husband, which are the two proudest titles I hold.

I made the leap from wholesaling for an industry giant to become a financial planner.

This has been my dream for over 5-years, but I wanted to make sure I achieved the CERTIFIED FINANCIAL PLANNER designation and found a firm that shared my vision for planning. Sunpointe Investments was the perfect match.

The number one question I get when friends and family learned about my job change was, "did you get a big pay bump?" The answer is, "no." 

Here is what I get to do: I build meaningful relationships that are not transactional. I get to learn about "clients" (who become friends) families and friends. I get to be apart of the incredibly difficult decisions that families have to make while protecting them from the unexpected aspects of life we know can happen. I get to take the stress off of clients plates by thinking ahead, doing analysis behind the scenes, probing to learn more about concerns, and providing education every step of the way.

On a personal side, I get to pick my two kids up from school and take them to sports, dance, and other activities. Since the job change, I haven't missed an event with my kids.

I get to be famous in my house which is the most important thing to me.

Outside of family, I still play in a lacrosse league and am an avid power lifter. I try to keep my body in great shape, while still enjoying what life has to offer.

I am, as my wife would describe, a nerd. I love talking about taxes, finding the right insurance coverage for families, designing budgets that fit clients needs, and making sure your legacy is set up via estate planning. Late nights crunching numbers is not a drag for me, but is something I find joy in.

I am not the expert on everything but I read a fair amount, and try to stay in learning mode.

That is who I am as a person and I am incredibly grateful for the constant support I receive. 


Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments  will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

Ben Tuscai, CFP®

Tomorrow I will share my 2026 goals, but let's recap 2025.

𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬

 • Only missed 1 kid activity. Being present is extremely important to me.

 • Spent more than a week at the beach. Our family loves the beach and making this happen was big.

 • Bought my first new car

 • My wife and kids are still happy to see me most days.



𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬

 • Added 17 new households to our business

 • Volunteered 20 hours doing pro bono financial planning for two families

 • Helped 40 families here at Sunpointe Investments with financial planning needs (clients outside of my business)

 • Refined our marketing strategy with our partner Intention.ly

What a year!

Thank you to our incredible team here at Sunpointe, our clients, my friends who have cheered me along, my family for their support, and mainly to my wife who has endured a lot over the past 12 months.

To have the year I had it takes a village.

And I appreciate that village.

Cheers to 2026!

Relieving stress for families making life decisions👨‍👩‍👧‍👦 | Planning nerd for those with variable income and expanding responsibilities as wholesaler's | Husband, Dad, and All Things Sports🏋‍♂️

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The Battle

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Ben Tuscai, CFP®

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Posts

Engagements

Likes

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