A complete list of active advisors currently associated with Vista Finance, LLC

Warmer can help you find a great advisor at Vista Finance, LLC or one who fits your needs even better.

Vista Finance, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as trusts, estates, retirement plan sponsors, and business entities. The firm offers portfolio management (including a sponsored wrap fee program), financial planning and consulting, retirement plan consulting, and portfolio monitoring. The firm combines multiple methods of analysis — including fundamental, quantitative, technical, sector and cyclical analysis — and uses asset-allocation approaches such as strategic, dynamic, tactical, and core-satellite allocation. Vista manages discretionary wrap accounts and may incorporate alternatives and structured products, cryptocurrencies, private equity, options and margin borrowing in client accounts, and it may manage held-away assets through third-party platforms such as Pontera while using custodians including Fidelity and Interactive Brokers. Vista’s business structure includes several less-common affiliations for a team adviser: ownership interests in an affiliated insurance agency and a registered-agent services business, and a special purpose holding company formed in connection with creating an affiliated bank (Ventura National Bank & Trust). The firm also acts as a private fund adviser and fund sponsor/syndicator and discloses commissionable securities activity by representatives (registered with a broker-dealer), which the brochure identifies as sources of potential conflicts of interest.

To learn more about the advisors currently working at Vista Finance, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.