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

N2 Content Marketing LLC

N2 helps financial advisory firms & financial services brands leverage short-form video content to create an organic lead & referral engine.

Co-Founder

Hoskin Capital

Founder & Lead Advisor

Brightside

Team Lead, CFP®

Pacific Investment Research

Investment Advisor

Investment Management Associate

Investment Analyst Intern

Chapman University

Portfolio Manager - Fixed Income

I'm just here to bring financial advice into the 21st century. 

Advisors and planners are an untapped resource: they carry a wealth of knowledge around that could help millions of people lead affluent, fulfilling lives. 

But their marketing sucks. 

I help them reach hundreds of thousands of people every single month with short-form video. 

Nate Hoskin, CFP® 🎥

“Getting an office in 2025 is dumb”

But with an office you get to hang out with the amazing people you’re building something with.

You get to talk with clients in person and get feedback they’d never put in an email.

You get a question answered in 30 seconds, not somewhere between 3 minutes and 3 days.  

The Sage by N2 Content Marketing office is online 😤

Can’t believe we’ve already booked January in the studio. So much more to come in 2026!

The Video CFP® - Helping advisors build trust at scale with video content

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If you haven't heard about the VNY yet... 

You should check this out: https://lnkd.in/gKkt4pUp

Serious moment of pride, especially as we start taking more risks as a firm (like launching a software platform in under 6 months and getting an office). 

Alicia Schonberger, CFP®, CDFA® and Lyle Schonberger, APMA® have been absolutely CRUSHING it with video, with over 30k views a week and 5 new clients. 

They've filmed 240 videos since July and marketing is completely on autopilot going into 2026. 

Link is in the first comment.

I have a feeling we aren't even close to the late game, but I have no idea where it goes from here. 

In January of 2025 we helped 4 advisors launch their video campaigns. We didn't know it at the time, but this would be our first "cohort". 

When we launched Sage in August, we welcomed 29 Sage Founders who committed to 12 full months of coaching calls, homework, and video production. 

Now, for Black Friday, we're taking 200 advisors through a launch that will see videos go out January 1 and a coaching series that spans 4 months. 

Is this the peak? Or are these 233 people the first ripple in the video tsunami? 

If you want to know more about our cohorts, check this out: 

https://lnkd.in/g-fGq_E4

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The Battle

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Nate Hoskin, CFP® 🎥

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Engagements

Likes

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