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

ADVOCACY WEALTH MANAGEMENT, LLC

Financial Client Associate

Northwestern Mutual

Life has millions of experiences to offer, YOU don’t have to spend a portion of it trying to navigate all the ins and outs of building out a comprehensive financial plan. My Team and I focus on understanding where you are now and building out a framework for all your financial goals.

Financial Representative

MetroPower

Technician development cordinator

Honeywell certified Farenhyt Programmer.
NICET II 
VM-1 certified programmer

Fire Alarm Specialist

-Class II Electrical contracting license (Non Restricted) 
-Nicet level 2 certified (fire alarm) 
        Additional knowledge 
-Full installation experience in: 
•data/communication
•Access control
•video surveillance

Electrician/ LV technician

- Working towards freedom through repeatable habits of wealth -

The world of personal finance can be confusing when you don’t have a filter for all tips and tricks from well intentioned friends, family, and media platforms.

I experienced the outcome of that well intentioned advice. My parents entire financial plan was put together with fragmented advice they heard from different people which ultimately depended on a THRIVING economy. 2008 came and left with the house, car, and every childhood relationship I had.

My number one focus is to help filter out the noise and create a bridge connecting your present situation with your desired future.

CFP coursework completed March 2024
DISC profile : Influencer

“When we don’t plan our future we fall into someone else’s plan. Who knows how much they have in store for us”

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Jaaziel Palacios, EA

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