Discover AlignPoint Wealth's Mission
We help confident savers move beyond costly brokers with flat-fee, planning-first guidance that brings clarity, confidence, and control to their financial future.
Our Experts
Meet the dedicated professionals committed to your financial success.
Nestor Vargas, CFP®, CEPA
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 (now known as AlignPoint Wealth). 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:
👉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.
I’m a proud member of the following professional organizations:
Education
I’m a proud graduate of the Coggin 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.
We Are Hiring!
VP of Operations
We are looking for a motivated individual who is a self-starter and looking to grow with us.
Your Journey to Financial Freedom Starts Here 🤝
Imagine knowing the exact year you can retire, with a plan that keeps more of your money working for you. No hidden fees. No uncertainty. Just clarity and confidence.