OUR TEAM

A small team built around your retirement

Work directly with Nestor on your retirement plan, with Kaitlyn helping keep communication and service details organized along the way.

PERSONAL BY DESIGN

You will know who is working for you

At AlignPoint, you have a direct relationship with your planner and a familiar point of contact for client service.

Nestor leads your financial planning and investment management. Kaitlyn supports meeting preparation, paperwork, and follow-through, helping you stay informed and organized.

Nestor Vargas, CFP®, CEPA, founder and lead advisor at AlignPoint Wealth

Nestor Vargas, CFP®, CEPA

Founder and Lead Planner

Nestor founded AlignPoint to give successful savers a more coordinated way to prepare for and live through retirement. He works directly with every client to connect retirement income, taxes, investments, Social Security, Medicare, and estate planning.

Meet Nestor
Kaitlyn Clark, Client Relationship Manager at AlignPoint Wealth

Kaitlyn Clark

Client Relationship Manager

Kaitlyn joined AlignPoint Wealth in 2026 and brings 10 years of administrative experience to her role. She helps keep the client experience organized, responsive, and personal through communication, meeting preparation, paperwork, and ongoing follow-through.

Kaitlyn earned her bachelor’s degree in Communication from the University of Missouri. Outside of work, she is a wife and mother of four young children, a self-proclaimed foodie, and a concert enthusiast.

Client experiences

What clients say about working with AlignPoint

Retirement planning is personal. Our clients describe the value of feeling heard, staying organized, and having a team they trust.

★★★★★
“Nestor and his team have changed my life.”

Steve R.

Verified client review

★★★★★
“He keeps us on track and truly listens to us.”

Kim B.

Verified client review

★★★★★
“We feel more confident and in control.”

Nicole R.

Verified client review

HOW WE WORK TOGETHER

Personal advice. Dependable follow-through.

01

Planning

Nestor works directly with you to coordinate retirement income, taxes, and investments as your life and priorities change.

02

Follow-through

Kaitlyn helps with communication, meeting preparation, and paperwork so you know what comes next and where to turn for help.

Five free resources included in the 2026 Retirement Tax Planning Toolkit
Free retirement resource

The 2026 Retirement Tax Planning Toolkit

Five practical resources for the retirement and tax decisions that deserve a closer look.

Get important 2026 tax thresholds plus guides covering Medicare timing, required distributions, charitable giving, and capital-loss planning.

Get the Toolkit
Free download. You’ll also receive practical retirement planning insights by email.

START A CONVERSATION

Let’s talk about your retirement

Schedule a complimentary Strategy Session with Nestor to discuss your questions and see whether AlignPoint is the right fit.

Schedule a Strategy Session