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Independent. Interactive. Enlightened.

This is our story.

What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together.

We are a proud member of the BAM ALLIANCE, an active community of more than 135 independent wealth management firms throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures.

Jeff Vistica, CFP®, AIF Photo

Jeff Vistica, CFP®, AIF

Wealth Advisor


Jeff founded Vistica Wealth Advisors in 2015 to provide clients a place to receive unbiased, evidence-based advice. Above all else, the guiding principle of the firm is to place the interests of all current and future clients at the forefront of every decision. Jeff assists clients in developing long-term investment strategies that help each client solve financial issues and position them to achieve all that is important to them. His clients include individuals, families, retirement plan sponsors and institutional trustees.

Jeff was a 2005 founding member of a similar independent registered investment advisor firm, where he honed in on his vision for what became Vistica Wealth Advisors. He has been a financial professional in a variety of capacities since 2000, gaining seasoned experience from advisory positions at Mass Mutual, American Express and GE Financial.

After a few years of encouragement, Jeff recruited his father, Dan Vistica, to join Vistica Wealth as a follow up to Dan’s own seasoned career as an accountant and CFO. With any luck, Jeff’s son Henry (born in 2014) or daughter Daisy (born in 2015), might someday join the firm as well.

Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary.® He earned his bachelor’s degree from Loyola Marymount University.

He is an active member and financial literacy volunteer for the Financial Planning Association. Jeff has served on the board of community organizations and currently is a member of the investment committee for Interfaith Community Services in Escondido, CA.

Jeff lives in Carlsbad, CA with his wife Lily and two children. To unwind, he enjoys golf, surfing and practicing yoga.

Dan Vistica, MS-Tax, CPA (inactive) Photo

Dan Vistica, MS-Tax, CPA (inactive)

Wealth Advisor


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 over 40 years in varied business, finance, investment and accounting senior management roles, Dan enjoys advising other high-end professionals on how to turn their concentrated income into durable personal wealth for themselves and their families. He brings a distinct combination of perspectives as a wealth advisor, business leader and individual investor.

Before joining Vistica Wealth, Dan was CFO for the Sacramento River Cats for 15 years (recognized by Forbes as the most valuable minor league professional baseball franchise). He also formed and chaired the Club’s philanthropic foundation. Before that, he served in several senior financial and management positions, overseeing a range of administrative and operational logistics for publicly and privately owned companies in the oil field service and environmental engineering industries. Dan launched his career as a tax manager and auditor at Deloitte, Haskins & Sells, CPAs (now Deloitte).

After raising Jeff and his two brothers, Dan and his wife Annette enjoy time with their grandchildren and families while pursuing their own active lifestyle with friends.

Dan is a CPA (inactive) and member of the American Institute of CPAs and the California Society of CPAs. He has a master’s degree in taxation from Golden Gate University and a bachelor’s degree in accounting from Loyola University.

Dan served on the U.S. Bank Advisory Board of Directors in Sacramento and formed the non-profit River Cats Foundation, Inc. He also chairs the Finance and Scheduling Committees for the Pacific Coast League of Minor League Baseball, and is past president for the North Ridge Country Club in Fair Oaks.

Dan splits his time between Sacramento and San Diego. He enjoys staying fit and a round of golf with family and friends.