;

Jeff Vistica, CFP®, ChSNC®, AIF®

Valiant Partners

Jeff Vistica, CFP®, ChSNC®, AIF®

Valiant Partners

Jeff Vistica, CFP®, ChSNC®, AIF®

Valiant Partners

Profession LogoFINANCIAL PLANNER

Jeff founded Vistica Wealth Advisors in 2015 to provide clients a place to receive unbiased, evidence-based advice. Above all else, the guiding principle of the firm is to place the interests of all current and future clients at the forefront of every decision. Jeff assists clients in developing long-term investment strategies that help each client solve financial issues and position them to achieve all that is important to them. His clients include individuals, families, retirement plan sponsors and institutional trustees.

Jeff was a 2005 founding member of a similar independent registered investment advisor firm, where he honed in on his vision for what became Vistica Wealth Advisors. He has been a financial professional in a variety of capacities since 2000, gaining seasoned experience from advisory positions at Mass Mutual, American Express and GE Financial.

After a few years of encouragement, Jeff recruited his father, Dan Vistica, to join Vistica Wealth as a follow up to Dan’s own seasoned career as an accountant and CFO. With any luck, Jeff’s son Henry (born in 2014) or daughter Daisy (born in 2015), might someday join the firm as well.

Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Special Needs Consultant® and an Accredited Investment Fiduciary.® He earned his bachelor’s degree from Loyola Marymount University.

He is an active member and financial literacy volunteer for the Financial Planning Association. Jeff has served on the board of community organizations and currently is a member of the investment committee for Interfaith Community Services in Escondido, CA.

Jeff lives in Carlsbad, CA with his wife Lily and two children. To unwind, he enjoys golf, surfing and practicing yoga.

Firm Description

Special Needs Planning

Between doctor appointments, IEP meetings and therapy visits raising a child with special needs can feel overwhelming. Taking a moment to set aside time to plan for your child’s future is without question hard to do. Thinking of the day-to-day stuff that needs to happen is hard enough. Let alone the planning that needs to be in place to secure your child’s future and coordinating those plans with your own retirement planning.

We get it. Having a plan though can help you achieve peace of mind that your child will be taken care of, even when you cannot.

We can help you develop a plan to ensure your child has the resources to reach his or her potential in society and maintain the appropriate level of independence. We’ll help you sort through various aspects of planning that should integrate life planning, resource planning, finance and legal planning and help you assemble a team of experts that can address all of these key areas. Perhaps most important we’ll help ensure a backup plan is in place even when that team may no longer be around.

We’ll help you look at:

  • An estimate of lifetime financial support your child will need.
  • A Letter of Intent that guides members of the family, friends of family and members of a Circle of Support who will need to take over for parents when the need arises to address social life, employment, and residential needs.
  • Document a Circle of Support of key individuals and what each does for your child such as family members, friends, a life coach, behavioral counselors, etc. and a transition plan to keep this all in place when you may not be able to.
  • Help you coordinate legal and estate planning including Special Needs Trusts and government benefit eligibility.
  • Assemble the right team of experts to ensure you’re doing the best you possibly can for securing your family’s future.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

2121 Palomar Airport Road
Suite 160
Carlsbad, CA 92011

On the web

View Firm Website

View Firm Blog

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts