AlignPoint Wealth
Company

AlignPoint Wealth

Financial Services 200 Union Blvd 1 employees
Employees
1

AlignPoint Wealth Overview

Headquarters
200 Union Blvd
Industry
Financial Services
Employees
1
Founded
2018
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About AlignPoint Wealth

I’m Nestor Vargas. I’m a Certified Financial Planner and an Exit Planning Advisor. For over 14 years, I’ve been guiding business owners and their families to create long-term financial security. Watching my Mom go through pain and heartache is why I chose this path. Her commercial cleaning business did not sell. • She worked her tail off forever • She never took a real vacation for 10 years • Her business was profitable but wasn’t transferable She never built for an exit or retirement. But she’s not alone. The recurring themes I’ve seen during my 14 years of experience: • Most business owners aren’t prepared to sell • Most business owners aren’t prepared to retire And 80% of businesses won’t sell. Plus, 99% of financial advisors give advice that helps people work 9-5. Not business owners. A travesty. This is where I enter the game and become your Financial Quarterback. Someone who is a business owner and financial advisor. I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through. So if you’re an established business owner who wants to: 1 - Unlock the value of your business and life’s work 2 - Get serious about selling your business 3 - Set your business up to retire early Click the link below to visit my personal LinkedIn profile and send me a DM to get started. https://www.linkedin.com/in/nestor-vargas-cfp%C2%AE-cepa-7425a911/edit/forms/summary/new/?profileFormEntryPoint=PROFILE_SECTION

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