My name is Nestor Vargas, I am a Certified Financial Planner®, a Certified Exit Planning Advisor,  and a seasoned entrepreneur in the wealth management space. Over the last 14 years, I have been guiding business owners and families to create long-term financial security using a comprehensive approach to wealth management that many in the financial world overlook.

So…why do I do what I do?

Because I’ve walked in your shoes. I understand the anxiety of managing your business as your largest asset, worrying about your family’s future, and feeling uncertain about the next investment move. All while trying to maintain a work-life balance and protect your assets.

All of the financial planning helped I found out there did not answer my major questions. “How do I identify, protect, and grow the values of my business while integrating my personal financial needs.”

That’s when I realized the importance of diversifying investments and creating frameworks for business and family. I developed the WealthFusion system, where we help entrepreneurs seamlessly integrate business and personal wealth.