Special Needs Planners serving Carlsbad, CA

Jeff Vistica, CFP®, ChSNC®

Vistica Wealth Advisors

2121 Palomar Airport Road
Suite 160
Carlsbad, CA 92011


I have been helping families plan their financial futures for over 20 years.  We have special needs in our family and understand the responsibility of caring for a loved one with specials needs.  We can help you plan for your family's and loved one's needs, review government benefits eligibility, identify community resources, coordinate trust planning and financial matters and help you address the question of who will care for my loved one when I'm gone.     We appreciate the opportunity to be a trusted partner to other families who have walked the same path as us.


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