Meet Nestor
Meet Nestor Vargas, CFP®, CEPA
Nestor Vargas is the founder and lead financial planner at AlignPoint Wealth.
He works directly with successful savers approaching or recently entering retirement, helping coordinate income, taxes, investments, Social Security, Medicare, and estate planning.
Experience that shapes the advice
For more than a decade, Nestor has helped individuals and families make complex financial decisions with greater clarity.
Before founding AlignPoint, his experience included roles at Fidelity and Regions Bank.
He earned a degree in Finance from the University of North Florida and holds the CFP® and CEPA designations.
Why AlignPoint exists
AlignPoint was built around a simple idea: retirement planning should be coordinated, understandable, and priced in a way that reflects the work being done.
That means combining retirement planning and investment management under one relationship, using a flat-fee model based on the complexity of your financial life.
What it is like to work together
Clients work directly with Nestor to clarify what retirement should look like, test whether the plan is resilient, and coordinate the decisions that affect it.
The work does not stop with an initial recommendation. AlignPoint continues to monitor the plan, explain the tradeoffs, and adjust as tax laws, markets, and life change.
A little more about Nestor
Outside of work, Nestor lives in Colorado with his family.
He values family, health, kindness, and integrity, and those values shape the way he approaches both life and client relationships.
Start with a Strategy Session
If you are approaching retirement and want help coordinating the decisions ahead, a Strategy Session is the place to start.
Schedule a Strategy Session