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

Adobe Systems, Inc.

• Championed the growth and integration of Adobe Express in K-12 education by strategically developing and managing key third-party partnerships.
• Drove educator community engagement initiatives to boost active usage and adoption.
•  Oversaw major partners generating over 60% of segment revenue.
•  Developed and implemented growth strategies that balanced profitability with mutual benefits.
•  Built and maintained robust, collaborative relationships with internal and external stakeholders.
•  Managed multi-million dollar budgets with precision.
•  Successfully transitioned perpetual business models to a recurring subscription cloud model within the partner ecosystem.
•  Honored with Sales Impact Awards for exceptional achievements.

Sr. Leader in Strategic Partnerships:  SMB, Higher Education and  K-12

Developed revenue-driving marketing plans, programs, and promotions targeted towards both the consumer and business customer base. All programs supported strategies which met sales and business unit goals for the largest partners in the market segment  
•  Developed and executed strategic quarterly consumer and business focused marketing plans which consistently exceeded quota goals
•  Led consumer promotions, driving all aspects of developing profitable, seasonal and quarterly promotions for participating partners such as CDW, SHI and Dell and retailers including Costco, Best Buy, Staples and Amazon.  Collaborated with direct business to integrate direct-to-consumer and channel sales.  
•  Optimized marketing programs and increased online sales by 20% within partner's direct segments
•  Developed and socialized ROI tool which helped gain quick analysis on program outcome
•  Managed partner sales days as well as training opportunity strategy and logistics. Responsible for training 50,000 sales associates nation-wide. Co-managed logistics, budget and content development for large scale annual reseller trainings events
•  Marketing Liaison to Digital Imaging business unit and cross-functional marketing teams. Helped refine and execute NA GTM strategy - overseeing multi-million dollar budgets

Consumer Marketing and Programs Manager/Business Unit Lead 

Palm, Inc.

Developed the corporate marketing strategy and plans to seamlessly re-introduce Palm, Inc. into the market (previously palmOne)  
•  Developed communication strategy and suite of assets for smart-phone product launches for consumer and business segments
•  Created corporate communication plan for marketing vehicles and messaging including design strategy for packaging as well as training content   
•  Managed a large-scale lifestyle photo shoot with Palm’s agency of record, that resulted in a photography lifestyle library to be used globally, across all marketing vehicles   
•  Managed the creative development of on-device demos from storyboard through production

Marketing Communication Manager

Adobe

Responsible for defining, planning, implementing, developing, and tracking consumer-focused Digital Imaging marketing programs in the North American consumer market including business segments 
•  Worked cross-functionally, manage new product, seasonal and promotional launches
•  Identified key market opportunities in the digital imaging space   
•  Managed internal and external resources to flawlessly execute and deliver marketing strategies and programs within budget and on schedule

Consumer Marketing Manager

Handspring

Directed all aspects of worldwide retail merchandising for consumer electronic, warehouse, office superstores and high-tech retail chains  
•  Managed production, creation and implementation of all merchandising vehicles and retail collateral for over 5000 wireless and high-tech stores  
•  Initiated, developed, and forecasted merchandising for wireless retail outlets
•  Managed and implemented nationwide merchandising/collateral fulfillment systems
•  Effectively demonstrated to retailer customers the importance of customized fixtures and
customized point-of purchase placement in their stores thus increasing product and company presence and sales
•  Led the development and implementation of all retail merchandising to successfully launch new products within the retail channel
•  Counseled packaging team on re-design of clamshell packaging
•  Managed the manufacturing process and implementation of demo “dummy” phone units with international resellers

Merchandising Manager

Creative Labs

Managed all aspects of Creative Lab’s retail and promotional presence for the Americas   
•  Monitored and tracked account related activities to ensure appropriate account plan execution and profitability as well as proper brand representation across 5000 locations
•  Managed channel events and tradeshows as well as content development
•  Executed U.S. and Canadian rebates and developed a tracking, shipping and receiving system
•  Developed communication system, that allowed the leveraging of all materials produced

Marketing Specialist

Quote from Guy Kawasaki; Apple Pioneer and Host of Remarkable People.  "I have interviewed Jane Goodall, Arianna Huffington, Kristi Yamaguchi, Gary Vaynerchuk and Steve Wozniak. Martha is as compelling and inspirational as any of them". 

✨Silicon Valley Professional . ✨Diversity & Inclusion Advocate. ✨Technology Industry Ambassador.
✨Experienced first-generation cycle breaker.

I am part of the only 2% of underrepresented professionals in the technology space - we need more.
I am passionate for helping innovative companies achieve goals and on a mission for people to change their future for the better. Areas of focus: Hardware . Software . Mobile . Subscription . People 

*I have gone from delivering subscriptions on porches to selling high-tech cloud subscriptions everywhere.
*I have gone from making office cubicles to working in one.  
*I have gone from not speaking to becoming a speaker.


STRENGTHS 
Adaptability . Collaboration . Communication . Connector . Energetic . Mover and Shaker . Tenacity

SKILLS 
Strategy . Partnerships . Budget Management . ROI Metrics Analytics . Program/Plan Development . Sales & Marketing

LAST, BUT NOT LEAST 
Speaker . Storyteller . Undeserved Advocate, Co-author of The Hispanic Journey and Leaving a Legacy & Inspiring the Next Generation, Published Author of The Other Side From a Shack to Silicon Valley.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Martha Niño🦋

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