Nestor Vargas, CFP® Green Mountain Planning
- 14143 Denver W Pkwy Suite 100, Golden, CO 80228
- (970) 620-8688
- http://www.greenmountainplanning.com
About Nestor Vargas, CFP®
For more than a decade, I have helped families in the oil and gas industry avoid common financial pitfalls that can lead to very catastrophic outcomes.
My passion for working with families in these industries was solidified when I saw many of them struggling with the consequences of the 2014 O&G market downturn.
I earned my CFP® designation in my 30s, so I am particularly attuned to the challenges facing young professionals, families and business owners. Whether it’s saving for college, paying down student loan debt or an early retirement, I will like to assist.
I established Green Mountain Planning as a fee-only financial firm to avoid the pitfalls and conflicts of interest found in other agency settings.
I work for you, not any company or product.
I live in Lakewood, Colorado with my wife Meghan and my son Paxton. We love hiking, mountain biking, skiing, playing with our dog and attending our church.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- Oil & Gas
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $249+/mo + $1500 upfront
- Hourly Fee: $249/hr
- AUM: 1%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
