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

Fidelity Investments

Education Consultant

Manager, Learning & Development Facilitator

Investments Representative

The Dayspring Church

Minister of Music

Jerusalem Missionary Baptist Church

Minister Of Music

Knots4Kids, Incorporated

Since 2007, Knots4Kids has stood with young men and their families to assist in their journey from boyhood to manhood.  Today, the spoken and unspoken needs of many of our young men demands our intentional care, concern and intervention; thereby securing the future of our communities and nation.  As a resource partner, Knots4Kids strives to ‘be’ the difference by mentoring and delivering our “Tailored” program which is a character and skill development initiative designed to promote awareness and the importance of healthy lifestyles, academic excellence, social responsibility and diplomacy.  Many of our young men live in single-parent homes typically within disadvantaged communities and quite a few do not have responsible male leadership or role models to guide or influence individual decision-making.

Member of the Board of Directors

Merrill Lynch

Investments Advisor

As an Education Consultant at Fidelity Investments, I have over three years of experience in providing investment education to participants of employer-sponsored retirement plans through virtual channels. I leverage various distance learning technologies to optimize the customer experience and motivate them to take action in creating, building, and enhancing their personal financial position.

I have a Bachelor of Science in Economics from the College of Charleston. Additionally, I have been a Worship Leader since 1998, serving at various churches and leading worship teams. I am passionate about helping people achieve their financial and spiritual goals through education, guidance, and inspiration.

Anthony Spears, Jr., CFP®, ChFC®

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Anthony Spears, Jr., CFP®, ChFC®

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