Vista is a financial advisory firm that serves individuals and families in Palo Alto and the surrounding areas. Its advanced financial planning covers retirement, cash flow or budgeting, insurance, college planning, and charitable giving. Additionally, it offers investment management strategies, such as rebalancing, asset allocation, concentrated positions, tax-loss harvesting, and investment execution. The firm's COO, James Knight, brings 22 years of experience in the financial industry. He is a CPA and a Personal Financial Specialist.
306 Cambridge Avenue
Palo Alto, CA 94306