Jeff F. Vistica,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff F. Vistica, CFP®

Wealth Advisor

Vistica Wealth Advisors, LLC

2121 Palomar Airport Rd, Ste 160
Carlsbad, CA 92011
FINANCIAL ADVISOR'S WEBSITE
(760) 517-6804

General

Jeff Vistica is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vistica Wealth Advisors, LLC in Carlsbad, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA,MD
  • Health/disability insurance: CA
  • Fixed annuities: CA,MD
  • Variable annuities: CA,MD

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Succession Planning, Sudden Wealth, Special Needs

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