Nestor Vargas

CFP®

Green Mountain Planning

CEO and Lead Financial Planner

Nestor Vargas

CFP®

Green Mountain Planning

CEO and Lead Financial Planner

You are a successful working family looking to live your best life today. Together, we will develop a plan to bring money and life into focus so you can have peace of mind about the financial decisions you are making today, and for the future. You focus on living your best life and let me focus on showing you the path. - Nestor Vargas, CFP®

970-620-8688

Fee-Only financial planner located in Golden, CO, serving clients locally and across the country

Meet Nestor Vargas

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.

Business:

  • Fee-Only, Fiduciary.
  • CERTIFIED FINANCIAL PLANNER ™
  • 10 years of financial planning experience, 8 of those years were spent at Fidelity Investments.

Education:

  • 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

Contact Nestor Vargas

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Office Locations:

  • 430 Indiana St
    Suite 100
    Golden, CO 80401
  • 355 S Teller St
    Suite 200
    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

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