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Wealth Advisors Serving CA

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 member firm of Buckingham Strategic Partners (formerly the BAM Alliance). Buckingham is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need to deliver holistic wealth management solutions and to become better connected, more successful organizations.

Jeff Vistica, CFP®, ChSNC®, AIF® Photo

Jeff Vistica, CFP®, ChSNC®, 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, a Chartered Special Needs Consultant® 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 (Retired) Photo

Dan Vistica, MS-Tax, CPA (Retired)

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 (retired) 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.

Kendall Regan Photo

Kendall Regan

Client Service Manager

I’m the Client Service Manager of Vistica Wealth Advisors. I work behind-the-scenes keeping every step of our client service process running smoothly.

I hold a B. A. in Elementary Education from the University of Southern Mississippi and an M.A. in Education, with an emphasis on Gifted Studies, from William Carey University.

I enjoy being active at my church and at the gym and spending time with my family and our four fur babies.

Allen Regan, CFP® Photo

Allen Regan, CFP®

Associate Advisor

I’m an Associate Advisor at Vistica Wealth Advisors, with over fifteen years’ experience in an advisory role.

I’m a CERTIFIED FINANCIAL PLANNER™ professional, with a Bachelor of Science in Business from William Carey University.

When I’m not working, I enjoy spending time with my wife, Kendall and our children Avery and Patrick. I consider a day on  the water as a day well spent.