Vistica Wealth Advisors

BAM ALLIANCE Member, Carlsbad, CA

Jeff Vistica, CFP®, Wealth Manager
Dan Vistica, Wealth Manager
Mike Giulianotti, Business Development

Where families find themselves

Vistica Wealth Advisors is a family-focused practice, serving West Coast professionals and pro athletes, retirement plan sponsors, institutional trustees and others seeking to build, enjoy and safely transfer their generational wealth. We offer dedicated wealth services characterized by high-touch, ongoing strategic management.

Where you can replace being herded with being heard

When families and other financial stewards have wealth-related questions or comments on their minds, we create opportunities for them to be heard, understood and cared for with informed solutions and right-sized support. Founder and wealth advisor Jeff Vistica, CFP® is joined by his father, Dan Vistica, also a wealth advisor, as well as a former CFO and seasoned tax professional. Our team is further enhanced by our director of business development Mike Giulianotti.

Where integrated advice and collaborative solutions unite

Drawing from a wellspring of individual experiences, perspectives and personalities among us, we are a diverse, but unified team. We replace the status quo of being underserved and overcharged with collaborative, specialized wealth care, characterized by:

  • Independent, fiduciary advice tailored to your best interests
  • Interactive, multi-generational client relationships
  • Enlightened, evidence-based investing
  • Open, transparent standards and operations

Contact Vistica Wealth today to begin your collaboration.

Call +1 (760) 854-4003

Specialties

  • Wealth Management
  • Risk Management
  • Business Planning Strategies
  • Philanthropic Strategies
  • Family/Marital Changes
  • Legacy and Estate Planning
  • Managing Special Needs Trusts
  • Retirement Plan Solutions
  • Institutional Advisory Services
  • Professional Athletes

Contact

M-F, 9-5 and by appointment
p. +1 (760) 854-4003
f. +1 (760) 888-3573