Full Name
Jeff Vistica
Job Title
Managing Principal
Company
Vistica Wealth Advisors
Speaker Bio

Jeff Vistica is the managing principal of Vistica Wealth Advisors located in Carlsbad, CA and has been in the financial planning field since 2000. He enjoys ongoing collaboration with other professionals to help clients identify and plan to address their most pressing financial, tax and estate planning concerns.  He regularly consults with families to help them identify planning needs and opportunities, determining estimated lifetime spending plans along with available public benefits and other resources needed to help families plan for their loved one’s needs.  Having grown up as a sibling of a brother with disabilities, Jeff is now a parent of a child with disabilities and appreciates the emotional and financial impact this has on families.  Jeff is a strong believer in lifelong learning, holding various industry credentials including the Chartered Special Needs Consultant designation and is currently completing a master of taxation degree at the Knauss School of Business at University of San Diego. 

Jeff Vistica