Michelle Vargas (CFP®)

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

  • Baby Boomers
  • Federal Employees
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance.  She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love.

After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing.  Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement.  This eventually led to working as a financial advisor in 1994 and completing the extensive education requirements for becoming a CFP® in 1998.

She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes.  As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal works plan wisely for a comfortable financial future.

In her spare time, she enjoys hiking in Colorado, barbequing with family, and working in her garden.

NAPFA Start Date

July 01, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1751 River Run Ste 200 Fort Worth, TX 76107-6670 Phone: (817) 935-0825