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MEET NESTOR

Nestor Vargas, CFP

Nestor Vargas, CFP®

Founder, Financial Planner
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Bienvenido! I worked for one of the largest financial organizations for eight years. The firm spent more time teaching us sales tactics than helping us become smarter financial advisors. I separated from the company to change that. 

 

In 2018, I launched Green Mountain Planning. I deliver highly efficient strategies to help you reduce taxes, invest smarter, and retire early. 

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As a Lakewood, CO fee-only, fiduciary, and independent financial advisor, I never get paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

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As an industry-leading CFP®, I focus on helping my clients:

👉Reduce Taxes
👉Invest Smarter
👉Retire Early


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.

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I'm a proud member of the following professional organizations:

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Education

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I'm a proud graduate of the Cogging College Of Business at the University of North Florida.

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I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

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When I am not geeking out on financial information, you can find me traveling across the U.S. with my family in our RV, catching a Nugget's game, or at a music show. 

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Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. [1]

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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