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

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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