Nestor Vargas, CFP®
Founder, Financial Planner
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.
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.
As an industry-leading CFP®, I focus on helping my clients:
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.
I'm a proud member of the following professional organizations:
I'm a proud graduate of the Cogging College Of Business at the University of North Florida.
I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.
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.