Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Small Business
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • CVA Financial Group, Forbes Best-in-State Wealth Management Teams, 2026
  • Barbara Vargas, Forbes Best-in-State Women Wealth Advisors, 2023-2026
  • CVA Financial Group, Ameriprise Client Experience Award, 2021-2024
  • Barbara Vargas, Ameriprise Circle of Success, 2025
  • Barbara Vargas, Ameriprise Ultimate Digital Excellence Award, 2023-2024
  • Barbara Vargas, Ameriprise Chairman's Award, 2020

Honored to be recognized in Forbes

All of us at CVA Financial Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.