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®
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
-
Nestor Vargas is a NAPFA-Registered Financial AdvisorThe 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
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
