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

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.

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

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Sudden Money Situations
  • Novice Investors
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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

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Office Locations:

  • 430 Indian St
    Suite 100
    Golden, CO 80401
  • 355 S Teller St
    Ste 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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