I am proud to introduce myself as the Founder and CEO of Vargas Wealth Management. With over 25 years of experience in the financial services industry, I am responsible for running our practice, caring for our clients, making planning and investment recommendations, conducting research, and growing our firm.
I began my career in 1995 and have had the privilege of working at prestigious firms such as Merrill Lynch, Morgan Stanley, and AG Edwards before establishing Vargas Wealth Management. Throughout my journey, I have been dedicated to providing exceptional financial services to my clients. In 2008, I obtained the CERTIFIED FINANCIAL PLANNER®* certification, which has allowed me to enhance my expertise and better serve the needs of our clients. Prior to embarking on my professional career, I attended the University of Colorado at Boulder, where I focused on Finance and Economics.
In 2014-2016, 2018 I was honored to receive the Five Star Wealth Manager Award**, recognizing my commitment to excellence in wealth management. Additionally, I have been featured in the Denver Business Journal, and I take pride in being an accomplished speaker. One of my passions is mentoring college-aged students, as I believe in the importance of guiding and supporting the next generation.
Serving our clients brings me immense joy and fulfillment. It is a true blessing to reach a point where I can choose who I want to work with. The relationships we have cultivated with our clients have grown deep and enduring. Those clients who have followed me throughout my career have become friends, and now, they are like family to me. I find great meaning in the work we do, and it is incredibly gratifying when our clients refer us to their loved ones because they trust us to care for them just as we would care for our own family members.
Currently, I reside in Denver, Colorado for most of the year with my husband, Daniel, and our daughter, Isabella, affectionately known as Isa B. Family is at the core of my life, and I cherish the time spent with my loved ones. Outside of my professional pursuits, I actively engage in my local community. I have served on the board of directors for several non-profit organizations that support education, business, the Latino community, and my Catholic faith.
Additionally, living an active lifestyle is also essential to me. In 2014, I completed the inaugural Boulder Ironman, which was a remarkable personal achievement. I continue to embrace an active routine, participating in activities such as running, biking, swimming, playing with my dog Iommi, snowboarding, golfing, and I have strong aspirations to learn how to surf. In my downtime, I enjoy reading, traveling to explore new cultures and perspectives, volunteering, and winding down at the end of the day with a good tequila.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2016, 2018 Five Star Wealth Managers.