Green Mountain Planning
CEO and Lead Financial Planner
Fee-Only financial planner located in Golden, CO, serving clients locally and across the country
Nestor Vargas is a Denver, CO Fee-only financial planner. Green Mountain Planning provides comprehensive financial life management to help families and professionals, better communicate about their money life, accelerate their savings plan, and live a purposeful life. As a fee-only, fiduciary, and independent financial advisor, Nestor Vargas is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Nestor Vargas is the CEO and Lead Financial Planner at Green Mountain Planning located in Denver, CO.
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.
My top three beliefs:
- I believe that financial planning is a lifelong journey. To stay motivated, your financial plan should bring depth and meaning to your life.
- I believe in keeping your investment transparent and low cost.
- Successful working families building their wealth should have the same access to a highly qualified financial planner as individuals with high savings.
As a fee-only planner, I spent 10 years working with individuals who were retired. Here is how that can help families like YOU.
- I can help you avoid the financial pitfalls I saw investors make that kept them from retiring comfortably.
- I am in my 30’s and know exactly how hard it is to juggle work, family, and keep your finances in order.
- Fee-Only, Fiduciary.
- CERTIFIED FINANCIAL PLANNER ™
- 10 years of financial planning experience, 8 of those years were spent at Fidelity Investments.
- I love to learn new topics; I am the eternal investigator.
- I graduated from UNF with a Bachelors in Finance.
Persona & Fun Facts:
- I was born in Colombia, and I am fluent in Spanish.
- My happy place is spending time in the Colorado Rocky Mountains.
- I live in the foothills of Denver with my beautiful wife, Meghan, our son Paxton, and our first son- our dog Otis.
Nestor Vargas is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
It’s not about charts; it’s about life
- We believe that you plan should have three components, Growth, Protection, and Flexibility.
- We provide a structured process to help you and your spouse talk about money so you can avoid conflict at home.
- We understand how many things successful working families have to juggle everyday. That is exactly why we break down our plan implementation into a manageable list which we help implement at your pace.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Growing Families
- Sudden Money Situations
- Novice Investors
- Retirees and Near Retirees
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Nestor Vargas is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Nestor Vargas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Nestor Vargas is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Nestor Vargas
430 Indiana St
Golden, CO 80401
355 S Teller St
Lakewood, CO 80226
9233 Park Meadows DR
Lone Tree, CO 80124-5426
501 S Cherry ST FL 11
Denver, CO 80246-1325
4 W Dry Creek Cir Ste 100
Littleton, CO 80120-4457
1624 Market ST Ste 202
Denver, CO 80202-1518
7350 E Progress PL Ste 100
Greenwood Village, CO 80111-2130