Jeff Vistica founded Vistica Wealth Advisors to provide clients a place to receive unbiased, evidencebased advice. Above all, the guiding principle of the firm is to place the best interests of current and future clients at the forefront of every decision made. Jeff assists clients in developing long-term investment strategies to help them address and achieve their financial and estate planning objectives.
He focuses on offering far-reaching wealth management solutions to individuals, families, retirement plan sponsors and institutional trustees. Jeff earned his degree from Loyola Marymount University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Practice Focus: • Wealth Management • Retirement Planning • Estate Planning • Asset Protection • Socially Responsible Investing Direct: 760-517-6804 | Email: jeff@visticawa.com
Dan Vistica is an action-oriented tax professional, former CFO and seasoned baseball operations
executive. Dan’s rich experience and passion for leading by example adds considerable depth to the Vistica team. Drawing from his 40+ years in varied business, finance and accounting senior management roles, Dan enjoys advising individuals, families and organizations on how to develop sustainable wealth strategies to help bring financial security to the firm’s clients. He brings a distinct combination of perspectives as a wealth advisor, business leader and individual investor. Dan is also a graduate of Loyola Marymount University and holds a masters degree in taxation from Golden Gate University. Practice Focus: • Wealth Management • Estate Planning • Tax Planning • Asset Protection Direct: 760-517-6805 | Email: dan@visticawa.com Learn more about our team at http://visticawa.com/our-team/