Nestor Vargas, CFP®🟢

Financial Advisor

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

Most families feel confused about their money. They work hard. They save. They try their best. But the rules keep changing and the advice they get is often full of jargon or hidden fees.

You should not need a finance degree to understand your own money.

This is why I built AlignPoint Wealth. Our mission is simple. We give successful families clear guidance, concierge support, and conflict free advice. We make your money easy to understand and easy to follow.

We turn financial complexity into a simple plan. A plan that helps you protect your time, your money, and your peace of mind.

When your money is clear, you get more of what matters. More time with your family. More freedom in your day. More fulfillment in your life.

If you want a flat fee advisor who explains everything in plain English and keeps your plan on track all year long, I would love to meet you.

Certified Financial Planner

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

My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

You closed $4M in deals this year. You hit President's Club. 

You're making $500K... Why's your bank account look the same as 3 years ago?

Let me guess:

→ $80K commission check hit last month - already gone
→ RSUs vesting quarterly, no idea if you should sell
→ Owed $40K in taxes you weren't expecting
→ Looking at houses you can't tell if you can afford
→ Spouse is stressed about money even though you're crushing quota
→ You're one bad quarter away from serious financial stress

You're a B2B Sales Leader at a high-growth tech company.
You close seven-figure deals for your company.
You advise C-suite executives on complex buying decisions.

But your own finances are in total chaos.

Here's why:

Traditional financial advice doesn't work for enterprise sales.

"Just save 20% and max your 401k" doesn't mean anything when:

Your income swings $50K month-to-month
You have RSUs, ESPP, commission, or bonuses all hitting at different times
Your "income" includes stock that might be up 30% or down 20%
You're taxed at rates that nobody explains properly

You don't need a financial advisor who works with "high earners."

You need someone who works with sales leaders who live in your world.

That's us.

We work with Sales Leaders at B2B SaaS and Tech companies.

Here's what we do:

Phase 1: Stop the Bleeding

→ Commission cash flow system (capture money before it disappears)
→ RSU strategy (minimize the tax hit or concentration when vested)
→ Protection planning (life, disability - so your family is covered)

Phase 2: Build the Buffer

→ Build emergency fund (handle slow quarters without panic)
→ Automate commission capture (money builds wealth before spending)
→ Know what you can actually afford (house, cars, private school - no guessing)

Phase 3: Build Real Wealth

→ Diversify beyond company stock (systematic selling, no emotion)
→ Tax planning with your CPA (keep more of what you earn within your control)
→ Build multiple income streams (not 100% dependent on quota)

The outcome we plan for?

You're not just making money. 
You're keeping it.

You're not just hitting quota. 
You're building generational wealth.

You're not stressed about the next deal. 
You have OPTIONS.

THAT is your Freedom Path.

If you're crushing quota and tired of feeling broke, let's fix that.

Message me and tell me to get started!

Mando Sallavanti III, CFP®, CEPA, ChFC®

3 months into this business I had 1 client.

Everybody was telling me no.

I looked at my mentor Timmy and said "I don't know what I'm doing wrong but my way doesn't work."

He looked at me and said "So let's begin."

That was 6 years ago.

Last year my business tripled.
Grew 47,000+ followers on LinkedIn.
4th team member joining this month.

My friend and fitness coach, Omega Stallworth from The Catch Window podcast asked me to come on.

We break down the opportunity window that separates people who build wealth from people who just accumulate on statements.

We went deep.

- Why I meditate every morning 
- Account wealth vs living wealth
- Why a million dollar retirement account can trap you
- The paycheck structure that helps my clients create freedom
- Why the gap between idea and execution could be the only metric that matters

This podcast felt different. 

Not scripted. 
Not surface level.

2 former football players talking about what preparation actually looks like when the window opens.

Search "$1M Portfolio Manager Breaks Down the Opportunity Window Most People Miss" on YouTube.

Grateful for you Omega. 

That conversation was one of the realest I've had!

Mando Sallavanti III, CFP®

Build passive income, retire early, and travel | Financial Advisor for B2B Sales Leaders | Message me PLAN to get started!

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The Battle

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Mando Sallavanti III, CFP®, CEPA, ChFC®

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