Who we are
We focus with laser-like precision on helping you achieve your financial goals.
I live in Carlsbad, CA with my wife, Lily and our two children. I enjoy live music, golf, surfing and practicing yoga.
Jeff Vistica
I’ve been in the financial planning field since 2000. My passion and motivation come from helping clients discover and plan to address their most pressing financial, tax and estate planning issues. I find great satisfaction collaborating with our clients to help them uncover solutions to common and unique issues. Seeing our clients succeed through life and being a part of that is very rewarding for me.
I am a CERTIFIED FINANCIAL PLANNER™, a Chartered Special Needs Consultant® a Chartered Financial Consultant® and an Accredited Investment Fiduciary®. I earned an Executive Financial Planner Advanced Certificate from San Diego State University and my bachelor’s degree from Loyola Marymount University.
My free time these days is spent with my wife Annette, on the golf course or with our grandchildren.
Dan Vistica
I spent four decades in various business, finance, investment and accounting senior management roles, including 15 years as a high-ranking executive with a minor league baseball club. Nothing, however, has been more professionally gratifying than working with my son Jeff since 2015.
My specialty is advising high-end professionals on how to turn their concentrated income into durable personal wealth for themselves, their families and their heirs.
I am a CPA (retired) and member of the American Institute of CPAs and the California Society of CPAs. I have a master’s degree in taxation from Golden Gate University and a bachelor’s degree in accounting from Loyola University.
I served on the U.S. Bank Advisory Board of Directors in Sacramento and formed the non-profit River Cats Foundation, Inc. I also chaired the Finance and Scheduling Committees for the Pacific Coast League of Minor League Baseball.
Lily Vistica
I am a faculty member in the Counseling and Marital and Family Therapy Department at the University of San Diego.
I’ve spent my career working with children, adults and families. My role in our firm is to help our clients who have family members with special needs access community resources.
I also volunteer with the American Red Cross on their Southern California Disaster Mental Health team, providing mental health services to victims of disasters in the region.
Allen Regan, CFP®
I’m a Consulting Advisor for Vistica Wealth Advisors, with over fifteen years’ experience in an advisory role.
I’m a CERTIFIED FINANCIAL PLANNER™, 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.
Kendall Regan
It is a joy and privilege to be a part of the Vistica Wealth team. From the moment I stepped on board, Jeff and Dan welcomed me in as a part of the family, and I know each of our clients feels the same way. I spend my days making sure each client is taken care of down to the smallest detail. I am detail-oriented, organized, and efficient with an emphasis on providing the best service and experience possible to our beloved clients.
I currently reside on the beautiful Gulf Coast of Mississippi with my husband, two children, and two very spoiled dogs. Some of my favorite hobbies include making memories with my kids both locally and abroad, serving my church family, and spending time in the sun either by boat or pool – I think I may be solar-powered!
A Culture of Client Care
At Vistica Wealth Advisors, providing the highest quality of personalized client service is our DNA. Our client is our most valuable resource. We have a culture of client care that stands apart from many other advisory firms.
We are a family business.
Jeff and his Dad work closely together. What started as a father-son business endeavor has grown into an ever-expanding wealth advisory firm. Family is how it started, and family is what our clients become.
By choice, we limit the number of clients we serve.
Our goal is to exceed your expectations by allocating sufficient time to meet your needs. We take pride in being “low volume, high touch.”
We invite you to look closely at our credentials.
Jeff is a Certified Financial Planner®, a Chartered Special Needs Consultant®, Chartered Financial Consultant® and an Accredited Investment Fiduciary®. Dan is a CPA (retired) and a former CFO, he also holds a Masters of Taxation degree.
We are dedicated to our work and to our clients.
Servicing our clients is more than a job, it is our passion and purpose.
We are collaborative.
We form strong relationships and work closely with you to help you achieve your financial goals.
When you become a client of Vistica Wealth Advisors, our goal is to become your trusted advisor for the long term.
We succeed when you have peace of mind.
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Learn more from our blog!
Financial Planning Gifts That Last: Unique Holiday Presents to Secure a Loved One’s Future
As the holiday season approaches, thoughts naturally turn to giving. Yet, while traditional gifts bring joy in the moment, consider the power of a gift that endures.
529 Plans vs. Traditional Investment Funds: How to Choose the Best Option with Guidance from a Certified Financial Advisor
Financial planning for education expenses is a key concern for many families. When considering saving for your child’s future, deciding between a 529 Plan and traditional investment funds can feel overwhelming.
How to Minimize Family Conflict with Estate Planning
When you have worked hard to accumulate wealth, you don’t want to see your legacy become the cause of family disputes.
If opportunity doesn’t
knock, build a door.
