At Green Mountain Planning, I believe the more we can make investing and financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together.
Meet Nestor Vargas
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:
As a fee-only planner, I spent 10 years working with individuals who were retired. Here is how that can help families like YOU.
Persona & Fun Facts:
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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.