AlignPoint Wealth Revenue
Financial Services • 
Lakewood, Colorado, United States • 1-10 Employees
AlignPoint Wealth revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at AlignPoint Wealth
Nestor Vargas
Founder
Company overview
| Headquarters | 200 Union Blvd, 200, Lakewood, Colorado 80228, US |
| Phone number | +19706208688 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Analysis, Goal Development, Financial Life Planning, Equity Compensation Analysis, Retirement Analysis, Employee Benefits Review, Cash Flow Optimization/ Budgeting, Debt/Loan Consultation |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
AlignPoint Wealth Email Formats
AlignPoint Wealth uses 1 email format. The most common is {first name} (e.g., john@alignpointwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@alignpointwealth.com | 100% |
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
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
AlignPoint Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
AlignPoint Wealth has never raised funding before.
United KingdomFrequently asked questions
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