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Best Financial Advisors in Vista

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Vista, CAVista, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Vista, CAVista, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

122 Civic Center Dr. Suite 103, Vista, CA 92084
Vista, CA 92084
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Advanced Financial Solutions offers financial planning and fiduciary duty to the locals of Vista. The firm helps its clients execute sound financial programs by offering the following services: investment and tax management, retirement strategies, insurance, and annuity products, estate conservation, and cash flow analysis. It helps families and business owners of all income levels identify their needs and develop solutions that lead to financial security. John J. Aguilera, a Certified Financial Planner, has been in the industry since 1990.

122 Civic Center Dr. Suite 103, Vista, CA 92084
Vista, CA 92084

Website(760) 639-0160

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2424 Verano Way, Vista, CA 92081
Vista, CA 92081
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Birchwood Capital is a financial advisory company that serves clients throughout Vista and the neighboring areas. It offers retirement planning, investment management, and tax planning services, with a primary focus on serving pre-retirees and current retirees. It assists clients in understanding the various facets of their finances by providing them with a one-page summary that is easy to understand and without confusing industry jargon. Founder and president Stephen Nelson is a CFA® and a current CFA® Level III candidate.

2424 Verano Way, Vista, CA 92081
Vista, CA 92081

Website(760) 230-3893

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12526 High Bluff Dr, Suite 238, San Diego, CA 92130
San Diego, CA 92130
  • Tax Planning
  • Financial Planning

Established in 2014, Define Financial is a company that serves clients in Vista. It handles retirement planning, which includes insurance optimization, investment management, retirement income solutions, social security timing, and tax planning. It utilizes a financial planning software to create their plans and monitor their performance. Prior to founding the firm, Certified Financial Planner Taylor Schulte has experience dealing with wealth management. He regularly contributes to Kiplinger and hosts the podcast channel called “Stay Wealthy.”

12526 High Bluff Dr, Suite 238, San Diego, CA 92130
San Diego, CA 92130

Website(858) 345-1197

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

GFH Financial helps individuals and businesses in Vista in different facets of financial management. The independent agency assists clients with wealth accumulation strategies, estate planning, investment placement and monitoring, insurance applications, retirement planning, and cash flow analysis. Owner Gregg Himfar has over 20 years of experience in the finance industry. He worked in an investment research department, doing due diligence on annuity products and defining banks’ asset allocation strategies, prior to founding the boutique firm.

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011

Website(760) 448-6440

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Financial Planning
  • Wealth Management

Intelligence Driven Advisers helps clients in Vista and neighboring areas build and manage their wealth through a wide range of value-based wealth management services. Its wealth advisors guide clients in matters involving investment management, wealth management, financial planning, and 401(k) and business retirement plans. They serve private clients, native American corporations, charitable organizations, and other institutions. Managing director David Brasfield holds Chartered Retirement Plan Specialist designation and has completed the Accredited Investment Fiduciary and Certified 401(k) Professional programs.

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 707-5555

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: --

2131 Palomar Airport Rd. Suite 204, Vista, CA 92011
Vista, CA 92011
  • 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
Vista, CA 92011

Website(858) 755-9192

Show Number
955 Boardwalk Ste 203, San Marcos, CA 92078
San Marcos, CA 92078
  • Tax Planning

Pacific Tax & Financial Group provides services to individuals and small businesses in Vista and the surrounding areas. It offers financial advising services to help clients handle their finances and allow them to grow and prosper. It covers the preparation of financial statements, submission of sales and tax returns, and auditing of tax records. It also assists clients with the automatic filing of payroll tax liabilities, electronic time clocks, and out-of-state employees. Its financial advisor, David Simpson, worked as an accountant at a Fortune 500 company.

955 Boardwalk Ste 203, San Marcos, CA 92078
San Marcos, CA 92078

Website(760) 471-2040

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

2131 Palomar Airport Rd. Suite 330, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Financial Planning

Savvy Women Wealth Management offers financial planning and investment advice in Vista. It is a firm that dedicates its services to women's financial education. It addresses their concerns about having enough assets and making their wealth last. Its advisors educate them on how to prioritize their budget to suit their unique lifestyles. They also provide information on pursuing investments in stocks, bonds, and mutual funds. Managing partner Catherine Magaña holds a CFP certification. She received the Carlsbad Chamber Small Business Awards for Women-Owned Business in 2016.

2131 Palomar Airport Rd. Suite 330, Carlsbad, CA 92011
Carlsbad, CA 92011

Website(760) 692-5700

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Financial Planning

Seaside Wealth Management is a team of financial advisors that helps families in Vista achieve financial peace. Through a team-based approach, these advisors guide professionals in planning their retirement and business owners in managing their finances. They also assist women who are undergoing life changes, such as divorce or the loss of a loved one, in dealing with their finances. The CEO, Brad Lineberger, was previously a board member of the San Diego Financial Planning Association.

6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 730-8120

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

533 Second Street Suite 207, Encinitas, CA 92024
Encinitas, CA 92024
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Stone Steps Financial is a life planning and investment management firm serving Vista. Its advisors assess clients’ financial situations and guide them towards developing a financial plan specific to their individual needs through its EVOKE (Exploration, Vision, Obstacles, Knowledge) process. They regularly hold meetings to monitor and discuss their clients’ progress. Its founder, Scott R. Frank, is a financial planner in the firm and holds a Bachelor’s degree in business administration.

533 Second Street Suite 207, Encinitas, CA 92024
Encinitas, CA 92024

Website(760) 456-7147

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

2710 Loker Avenue West, #220, Carlsbad, CA 92010
Carlsbad, CA 92010
  • 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
Carlsbad, CA 92010

Website(760) 858-2080

Show Number
2121 Palomar Airport Road, Ste. 160, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Certified Financial Planner (CFP)
  • Wealth Management

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
Carlsbad, CA 92011

Website(760) 854-4003

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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