Nestor Vargas (CFP)

Nestor Vargas focuses in the
following client markets or areas of practice:

Baby Boomers

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I provide comprehensive retirement planning services to help families and professionals, better communicate about their money life, accelerate their savings plan, and retire early. As a Golden fee-only, fiduciary, and independent financial advisor, I never get paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

As an industry leading CFP®, I focus on helping my clients:

Reduce Taxes
Invest Smarter
Retire Early

I’m honest, straightforward, a great listener, and excited about life. I believe that a financial plan should support your vision of the ideal life.

I established Green Mountain Planning as a fee-only financial firm to avoid the pitfalls and conflicts of interest found in other agency settings.

I work for you, not any company or product.

Professional Associations:

Additional Information

I am a proud graduate of the Cogging College Of Business at the University of North Florida.

I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not geeking out on financial planning topics, you can find me spending time with my family, attending music shows, and attending as many Denver Nuggets games as possible.

NAPFA Start Date

August 16, 2018

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