Michelle Vargas
Advisor at Waymaker Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Waymaker Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Waymaker Financial Planning
Location
Fort Worth, TX 76107
Credentials
CFP®
Industry experience
5 years
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love.
After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998.
She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future.
In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
Based on Waymaker Financial Planning
Based on Waymaker Financial Planning
.75% - 1.00%
$300+/hr
1751 River Run Suite 200
Fort Worth, TX 76107
Texas
Waymaker Financial Planning
2019 - Present (7 years)
Relocation
2019 - 2019 (1 year)
Heritage Christian Homeschool
2000 - 2019 (19 years)
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