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

Naval & Maritime Consortium

Work with companies in the blue tech and defense manufacturing community to make introductions and expand their knowledge of one another and possible opportunities. Primary focus is on developing and maintaining member relationships to ensure solid connections among members and with community partners and allies.

Membership & Marketing Manager

Shell Vera

Coach authors, small business owners, and non-profit leaders to become clear on their voice and use their strengths to create content that connects more deeply with their audience. Facilitate workshops, create courses, and speak about content creation and blogging strategy to industry groups.

Voice Discovery Coach

Empower authors, entrepreneurs, and organizations with the resources and tools necessary to share their story and increase audience engagement through blogs, business documents / communications, books/ebooks, and other content creation.

Marketer | Ghostwriter | Editor

YourMembership

Partnered with association executives to increase non-dues revenue by marketing job boards to members and prospective members. Negotiated contracts with association executives due to company merger; assisted with development of new job boards, CSS input, and UX/UI testing.

Ghostwrote blogs for company leadership and marketing professionals to support team goals during busy periods. Assisted with email development to ensure association leadership communicated job board changes with members.

Partner Services Consultant (Account Manager)

Sales Engine Media

Collaborated with B2B and B2C organization executives to create unique strategies to increase MQL success and thereby exceed revenue goals for marketing programs. Oversaw content development and executed marketing programs, including newsletters, social media posts, paid ads, videos, landing pages, sales playbooks, and more.

Marketing Program Manager

Pfizer

Worked with scientists and line leaders within PDM and DSRD to ensure appropriate resource leveling and utilization across groups. 

Led DSRD Community Service Events Team and participated within D&I Team, Pfish Program Ambassadors, and Toastmasters during my employment.

Resource Management Professional (Technical Analyst, Business Analyst)

Empowering Brands with Personalized Storytelling and Content Marketing

I’ve spent the past four years learning about association start-ups as part of a two-person staff working with blue tech companies and defense manufacturers. 

I've invested the past 13 years empowering brands and authors to connect with their audiences more deeply through personalized storytelling and content marketing. 

I get excited about all things member/customer success, personal and professional growth, and writing; and I Iove to support others in achieving their goals in those areas. I've felt a bit salty about missing my opportunity to with the quirky and entertaining folks that make learning about CMMC fun, so I lurk in the corners of those conversations and support SMBs with learning why they should be prepared. 

In all aspects of my career, I do what's needed to help overwhelmed business owners and creatives take back control of their days as I help them use their voice more effectively with their team and clients / customers. 

Need more specifics? Welcome! You are my people. 
(Details are always welcome and appreciated around here, even when unnecessary.)

Here’s the scoop: 

☀️ By day, I am immersed within the Blue Tech / Defense Industrial Base, facilitating connections and sharing resources with company representatives who desire to build relationships and revenue by working with others. I focus on building an engaged membership and play around with marketing as time allows. I am a connector at heart and have supported companies in making connections that have resulted in effective business collaborations and new sources of funding.

🌙 By evening and on the occasional weekend, I lead workshops, speak at engagements, create content, and offer individual coaching sessions that empower individuals struggling to own and use their voice confidently and effectively. Using ghostwriting skills and marketing fundamentals, I empower them to connect more deeply with their audiences once they own their voice, resulting in increased revenue and service options.

👩🏽‍💻 24/7: I write, speak, and use my own voice to be an example of how to share your story as part of your lifestyle and career.

💥 Kolbe MO: 7373 |  Myers-Briggs: INFJ   |  Fascinate Archetype: The Catalyst (Primary Advantage: Passion; Secondary Advantage: Innovation)

👉🏼And for legal purposes: 
All opinions are my own and do not represent any company I am working with or supporting. And if they do, I can't tell you that here because this is my personal profile, which exists beyond my working hours.  :) For company viewpoints and communication, please visit company profiles.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Shell Vera

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