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®
I provide 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, I never get paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
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.
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.
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.
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.