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Jeff Vistica

CFP
Personal Finance, Small Business, Lifestage Based Planning
89%
Helpful
6
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1
Articles
2
Followers
“Vistica Wealth Advisors is a family-focused practice, serving individuals, families and pro athletes, retirement plan sponsors, institutional trustees and others seeking to build, enjoy and safely transfer their generational wealth.”
Firm:

Vistica Wealth Advisors

Job Title:

Wealth Advisor

Biography:

Jeff Vistica 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.

Prior to founding Vistica, Jeff was a 2005 founding member of a similar independent Registered Investment Advisor firm, where he honed 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 an active member and financial literacy volunteer for the Financial Planning Association. He currently sits on the community board and chairs 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.

Education:

BA, Psychology, Loyola Marymount University

Fee Structure:

Fee-Only

CRD Number:

4327275

All Articles
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April 2016
    Choosing an Advisor, Financial Planning

All Answers
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    Marriage / Divorce, Social Security
If I divorced my husband, can I draw from his Social Security?
90% of people found this answer helpful

Yes - you would have had to have been married to him for a minimum of 10 years and your assumption of not being remarried would need to be true. Here is a link to SSA.gov's page with additional factors: https://www.ssa.gov/planners/retire/yourdivspouse.html

 

March 2016
    Personal Finance, Asset Allocation
How do you withdraw money from your portfolio once you're retired?
88% of people found this answer helpful
January 2019
    Financial Planning, Retirement, Social Security, 401(k), Annuities
Should I split my retirement money between an indexed annuity and company 401(k), or invest it all in an annuity?
83% of people found this answer helpful
January 2019
    College Tuition, Debt, 401(k)
Should I invest in a 401k now even though I have a lot of student debt?
67% of people found this answer helpful
March 2016
    Debt, IRAs
Is there a suggested percentage allotment to put toward your IRA while paying down credit card and student loan debt?
33% of people found this answer helpful
January 2019