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Who we are

We focus with laser-like precision on helping you achieve your financial goals.

Jeff Vistica

I live in Carlsbad, CA with my wife, Lily and our two children. I enjoy live music, golf, surfing and practicing yoga.

Jeff Vistica

Managing Principal & Wealth Advisor

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.

Dan Vistica

My free time these days is spent with my wife Annette, on the golf course or with our grandchildren.

Dan Vistica

Wealth Advisor

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 live in Carlsbad, CA with my wife, Lily and our two children. I enjoy live music, golf, surfing and practicing yoga.

Lily Vistica

Licensed Marriage Family Therapist

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

I live in Carlsbad, CA with my wife, Lily and our two children. I enjoy live music, golf, surfing and practicing yoga.

Allen Regan, CFP®

Consulting Advisor

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 Vistica

I live in Carlsbad, CA with my wife, Lily and our two children. I enjoy live music, golf, surfing and practicing yoga.

Kendall Regan

Client Relationship Specialist

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.

Team Culture Heart

Learn more from our blog!

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Children Riding a Bicycle

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Estate Planning Tips: How to Avoid Common Pitfalls

Estate planning is a crucial aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. However, even the most well-intentioned plans can go awry if not carefully crafted and regularly updated.

Planning for Children with Disabilities Using Evidence-Based Strategies

Caring for a child with a disability requires careful planning, extensive research, and a deep understanding of the available resources and strategies.

What You Should Know About Communication with Your Financial Advisor

As a financial advisor, maintaining clear and effective communication with clients is one of the most critical aspects of my job. Here’s what you should expect regarding communicating with your financial advisors and how setting the right expectations can lead to a more productive partnership.

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Let's start planning together, call 760 854 4003