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®, and a Chartered Financial Consultant®. I earned an Executive Financial Planner Advanced Certificate from San Diego State University and my bachelor’s degree from Loyola Marymount University. I also hold a masters degree in taxation from the Knauss School of Business at the University of San Diego.