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

Cook Enterprises LLC

Growth Marketing Agency focused on helping startups under $5M in revenue scale.

Owner

Happy Cabbage Analytics

Business Development Representative

Finance and Operations

NC NORML

•	Conduct research and analytics related to the economics of the North Carolina hemp and CBD industry 
•	Aid Treasurer and Fulfillment chair in developing financial models and predictions for the landscape of the proposed North Carolina medical cannabis market through SB 711
•	Assist in technical writing/copyediting for white papers and reports
•	Collaborate with industry partners and seek new sponsors/supporters 
•	Transition technology systems and solutions to help improve NC NORML practices
•	Contribute to cannabis advocacy, destigmatization, education, and awareness

Business Development Volunteer 

SidelineSwap

•	Conducted consumer research to better understand the behaviors of SidelineSwap users 
•	Used data analysis to help devise a community outreach/sponsorship program as well as an email 
         marketing campaign
•	Indexed over 500 pieces of sporting equipment into a SidelineSwap database to enhance SEO
•	Designed/created the NFL Fanshop page of the SidelineSwap website using Bannersnack and Miro
•	Created 200+ landing pages, selected and edited 300+ photo icons, and linked everything to a user- 
          friendly home page

Marketing and Management Intern

I help you find your dream life, not your dream job | Crafting the next generation of entrepreneurial employees | BDR @ Happy Cabbage

Driven sales and marketing professional with a particular interest in startups and fitness.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Connor Cook

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