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AS FEATURED IN
Why Green Mountain Planning?
You can trust me from day one
Retirement Planning Services
A fee-only advisor for investors over 50 planning to retire. My services include
Social Security Optimization
Have peace of mind knowing your money stays with an established institution you can trust.
Nestor Vargas, CFP®
Founder & CEO
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 more competent 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.
When I am not geeking out on financial information, you can find me traveling across the U.S. in our RV with my family, catching a Nugget's game, or at a music show.
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