Laurels

Best Financial Advisors in Vista
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Vista Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 35 25 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Pacific Crest

  • Finance Planning

Pacific Crest is a wealth management firm serving the residents of Vista and the surrounding areas. Established in 2006, the firm offers customized financial programs to grow, conserve, and protect the clients’ wealth. It designs and implements financial plans for divorce, profit sharing, college, retirement, and taxation. The firm also provides investment portfolio management and assists with life and long-term care insurance. Founder Robert T. Chapman holds the designation of Accredited Investment Fiduciary and is insurance licensed in California.

2131 Palomar Airport Rd. Suite 204
Vista, CA 92011

Website

Terry Wealth Management

  • Certified Financial Planner (CFP)

Terry Wealth Management serves clients throughout Vista. It offers a wide range of services, including financial planning, retirement planning, and asset management. It assists clients in developing their short-term, medium-term, and long-term financial plans; managing their current taxes; and preparing for their retirement. In addition, it guides clients in choosing insurance plans and creating estate plans. Shane Terry, president and founder, has been in the industry since 1996. He holds the FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial. Terry Wealth Management is headed by Shane Terry, who has 25 years of experience. Shane Terry holds a ChFC® designation. Terry Wealth Management use the skills that ChFC® credential holders have an in-depth knowledge in daily to assist their clients in meeting their financial goals.

2710 Loker Avenue West, #220
Carlsbad, CA 92010

Website

Vistica Wealth Advisors

  • Wealth Management
  • Certified Financial Planner (CFP)

Vistica Wealth Advisors is an independent firm that addresses and resolves clients' financial concerns in Vista and the surrounding areas. Its financial advisors aim to deliver transparent and evidence-based guidance to help protect the financial futures of families, institutions, employers, and individuals. They assist clients in planning financially by focusing on key areas, such as reinforcing legacy, minimizing income and estate taxes, enhancing wealth, and protecting assets. Founder and wealth advisor Jeff Vistica founded the company in 2015.

2121 Palomar Airport Road, Ste. 160
Carlsbad, CA 92011

Website