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

Income Lab

Chief Experience Officer at Income Lab

Chief Marketing Officer

As the Vice President of Customer Success, I am responsible for the oversight, management and development of the Income Lab customer experience. I utilize Income Lab's core technology and develop internal infrastructure that allows customers to easily learn the platform and leverage it as a tool to deliver truly dynamic financial planning.

Vice President of Customer Success

As the Director of Business Development, I am responsible for the oversight, management and development of the Income Lab core technology. These responsibilities include client on-boarding, content development, and acting as a client liaison between Income Lab and its users.

Director Of Business Development

Flare and Square

Cultivating leads and generating over $20,000 in revenue

Developing and managing CRM for over 100 individual and institutional clients

Delivering persuasive business presentations for audiences ranging from 50 to 1000 individuals

Developing bow tie and pocket square product line and contracting production for over 500 units

Negotiating contracts and closing business with retail outlets and vendors

Designing, launching, and analyzing digital marketing campaigns resulting in increased SEO, conversions, and revenue

Collecting, analyzing, and reporting quarterly data via Squarespace, Google Analytics, and Social Media

Managing all marketing functions including brand management, product launch, advertising, marketing
collateral, and events

Co-Owner

Worldpay

Managed book of 15 Independent Software Vendors across the United States, including our top 3 largest accounts

Collaborated with partners and sales teams to set up approximately 3,000 new merchants for payments processing resulting in approximately $23 million annual profit for Worldpay

Conducted sales training and call coaching for sales team of 20 reps

Uncovered and launched successful lead campaign with over 20,000 leads, exceeding yearly goal by 2,000% 

Created sales dashboard tool which was then implemented across sales team of 30 reps

Presented and tabled at tradeshow events for top 2 partners, resulting in over 500 leads combined

Sr Partnership Manager - Independent Software Vendor (ISV)

Managed book of 100 Value Added Resellers (VARs) across the United States

Collaborated with partners and sales teams to set up over 350 merchants for payments processing resulting in approximately $1,050,000 annual profit for Worldpay

Conducted 6 partner meetings at the 2018 Retail Now (RSPA) Show in Nashville

Uncovered 4 multi-location national deals combined for approximately 400 merchant locations

Presented at the 2018 Focus Show in Las Vegas to an audience of 40 partners

Channel Development Manager - Value Added Reseller (VAR)

Jackson

Utilizing Salesforce CRM to build and maintain relationships with over 1000 financial advisors

Closing $12 million in new business via phone, in-person, and virtual meetings

Prospecting and on-boarding 24 new advisors resulting in increased territory sales and revenue

Maintaining high activity with over 200 outbound and inbound calls per week

Coordinating weekly meetings for external wholesaler, exceeding production expectations by 33%

Facilitating in-person meetings with external wholesaler and producers in Northern California

Leading team as a top performer in key performance indicators

Internal Wholesaler

Completed industry licenses and professional sales training program in 3 months

Converted 600 clients to electronic delivery saving the company $18,000 each year

Trained and led green delivery program with a team of 30 college interns

Delivered over 10 company and sales presentations in front company desk directors and management

Interpreted market research and analytics for 2 territories and approximately 5,000 total advisors

Developed and organized marketing materials for retirement and wealth strategies group

Intern

University of Denver

Organized Summit and Scholars Program events for over 300 Black males and adults

Prospected and raised $15,000 from individual and corporate donors

Utilized excel to manage budget of $20,000 for expense reporting and program purchases

Lead a planning committee team of 12 individuals, organized weekly meetings and communications

Conducted qualitative and quantitative research, analyzed and reported program data 1-2 times a year

Designed marketing content for digital and print media with Adobe and Microsoft Suite programs

Co Chair, Black Male Initiative Summit

Core Competencies: Entrepreneurial Minded, Exceptional Public Speaker, Digital Marketing and Analytics, Sales-Driven and Excellent Follow Up Protocols, Microsoft Office Suite and Adobe Cloud

I have 4+ years of sales and customer relationship management in the financial services industry and information technology and services industry. In my roles I have demonstrated strong verbal and written communication, outstanding customer relationship management, and an effective follow up protocol resulting in excellent sales results. As an entrepreneur and small business owner, I am a proven self-starter who has gained leadership experience managing relationships with key stakeholders inside and outside of my organization. I have also demonstrated success managing multiple marketing functions including brand management, product launch, advertising, marketing collateral, data analytics, and event coordination. I am capable of creating and delivering persuasive presentations for small to large audiences. My enthusiastic and positive spirit makes me an excellent relationship builder with clients and individuals in all levels of an organization.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Mawukle Yebuah, M.S.

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?