English
IndonesiaPutting our clients first since 1993
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
At Vista Financial Advisors, we believe that financial success is a journey, not a destination. Our philosophy is rooted in providing personalized financial solutions tailored to your unique needs. We're committed to building long-lasting relationships with our clients, based on trust, transparency, and integrity..
History
Founded in 1993 by Robert Jackson, Vista Financial Advisors has a rich history of helping individuals and businesses achieve their financial goals. Over the years, we've evolved to meet the changing needs of our clients, while staying true to our core values.
Culture
Our culture is defined by our commitment to excellence, innovation, and client satisfaction. We foster a collaborative and supportive work environment, where our team members are encouraged to think critically and embrace new ideas. We believe that by empowering our team, we can better empower our clients.
Trust the Professionals
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Chief Executive Officer
Robert Jackson
Robert Jackson, a visionary with a passion for finance, founded Vista Financial Advisors in 1993. Driven by a desire to provide personalized financial guidance, he established a firm that would become synonymous with trust, integrity, and exceptional service. With a keen eye for market trends and a deep understanding of client needs, Robert built a team of dedicated professionals who shared his commitment to excellence. Vista quickly gained recognition for its personalized approach and commitment to helping clients achieve their financial goals. As the years passed, Vista continued to grow and evolve, adapting to the ever-changing financial landscape. Robert's unwavering dedication to his clients and his team has been instrumental in shaping the firm's success. Today, Vista Financial Advisors stands as a testament to his vision and a beacon of financial guidance for generations to come.
Executive Assistant
Anna Batz
As Executive Assistant at Vista Financial Advisors, Anna Batz brings a wealth of experience from renowned financial institutions like Morgan Stanley and Fidelity Investments. With a focus on providing exceptional administrative support and contributing to client success, Anna is dedicated to ensuring seamless operations and enhancing the overall client experience.
Chief Investment Officer
Brian Valik
Brian, a seasoned investment professional, leads the investment team at Vista Financial Advisors. With a deep understanding of market dynamics and a keen eye for opportunities, he oversees the development and implementation of investment strategies. Brian is dedicated to delivering exceptional returns for our clients while managing risk effectively.
Chief Financial Officer
Evelyn Hoffman
Everlyn, our accomplished CFO, brings a wealth of experience from her time at Schwab and the Securities and Exchange Commission (SEC). Her financial expertise and strategic thinking are invaluable to Vista Financial Advisors. As CFO, she oversees the financial health of our firm, ensuring strong financial performance and regulatory compliance.