What departments does Vista Wealth Management Group, LLC have?

Vista Wealth Management Group, LLC has employees across 4 departments including Operations, Consultant, Finance, Information Technology.

What is the largest department at Vista Wealth Management Group, LLC?

The largest department at Vista Wealth Management Group, LLC is Operations with 2 employees.

Where are Vista Wealth Management Group, LLC employees located globally?

Vista Wealth Management Group, LLC has employees across 2 continents and 4 countries including Japan, Indonesia, India, United States Of America.

How has Vista Wealth Management Group, LLC's team size changed over time?

Vista Wealth Management Group, LLC's team has decreased from approximately 17 to 13 employees based on available data.

Vista Wealth Management Group, LLC Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Vista Wealth Management Group, LLC operates in the investment management sector, offering independent financial counsel and wealth-management services to individuals and families from Silicon Valley to New York. Founded in 1999, the firm emphasizes fiduciary duty and transparent client relationships, and it designs wealth plans aimed at helping clients meet their financial goals. The firm relies on a team of experienced professionals to implement plans and oversee investment outcomes.

Headquartered in Walnut Creek, California, the firm serves clients across the Bay Area and Portland, with a national reach evident in its client base. It operates as a small to mid-sized practice within the investment-management industry, focusing on independent guidance and tailored planning. In September 2024, the firm announced an integration with a wealth-planning platform to enhance its estate-planning capabilities.

Vista Wealth Management Group, LLC Global Highlights

North America
47

United States Of America
47

Asia
3

Japan
1
Indonesia
1
India
1

Vista Wealth Management Group, LLC's Leadership

J. D.
Founder And Managing Director
Mobile Phone
Email
M. P.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
L. H.
On Site Manager
Mobile Phone
Email
C. F.
Senior Operations Specialist
Mobile Phone
Email
P. Z. B.
Registered Principal
Mobile Phone
Email
M. H.
Client Service Associate
Mobile Phone
Email
S. N.
Client Service Associate
Mobile Phone
Email
S. E.
Financial Consultant
Mobile Phone
Email

Vista Wealth Management Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Information Technology
Accounting
Administrative
Other
Analytics

Contact profiles from Vista Wealth Management Group, LLC

Name

Title

Contact Info

Location

Last Update

D. S.
Technology
Mobile Phone
Email
Oct 16, 2024
H. L.
Associate
Mobile Phone
Email
Oct 22, 2024
J. A.
Associate Wealth Advisor
Mobile Phone
Email
United StatesIdaho
Sep 12, 2024
K. M.
Tax Advisor
Mobile Phone
Email
Oct 16, 2024
N. A. L.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
R. C.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. T.
Financial Professional
Mobile Phone
Email
United StatesNebraska
Apr 23, 2025
T. K.
Wealth And Tax Strategist
Mobile Phone
Email
Oct 18, 2024
W. K.
Wealth Advisor
Mobile Phone
Email
Nov 14, 2025
R. K.
Operations Executive
Mobile Phone
Email
IndiaDelhi
Nov 14, 2025

Frequently Asked Questions

What is Vista Wealth Management Group, LLC known for?

Vista Wealth Management Group, LLC was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 1646 North California Boulevard Suite 320 Walnut Creek, California 94596 United States; you can contact the main corporate office by phone at

+1-650-252-****

. Explore Vista Wealth Management Group, LLC's company overview page for more information.

What is Vista Wealth Management Group, LLC's most common email format?

Vista Wealth Management Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vista Wealth Management Group, LLC email formats with LeadIQ.

How many employees does Vista Wealth Management Group, LLC have currently?

Vista Wealth Management Group, LLC has approximately 15 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Vista Wealth Management Group, LLC's key employees and leadership?

As of June 2026, Vista Wealth Management Group, LLC's key employees include:

Founder And Managing Director: J. D.
Executive Assistant To Chief Executive Officer: M. P.
On Site Manager: L. H.
Senior Operations Specialist: C. F.
Registered Principal: P. Z. B.

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Vista Wealth Management Group, LLC Employee Directory

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