Who We Are

Our family understands your journey.

At Valiant Partners, we bring expertise in evidence-based investing along with personal experience in the joys and challenges of raising a special needs child. We understand what neurodiverse families go through every day — and are here to guide you on your journey.

Jeff Vistica, wealth advisor

Jeff Vistica, CFP®,ChSNC®, AIF®

Wealth Advisor

I became a financial professional to help clients lead their most fulfilling lives. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice. I launched Valiant Partners with Dad and my wife Lily in 2020 to focus exclusively on serving the unique needs of neurodiverse families.

We appreciate the opportunity to be a trusted partner to other families who have walked the same path as us.

Dan Vistica, Wealth Advisor

Dan Vistica, MS-Tax, CPA (Retired)

Wealth Advisor

I spent four decades in various business, finance, investment and accounting senior management roles, including 15 years as a high-ranking executive with a minor league baseball club. Nothing, however, has been more professionally gratifying than working with my son Jeff since 2015.

My specialty is advising high-end professionals on how to turn their concentrated income into durable personal wealth for themselves, their families and their heirs.

Lily Vistica, Licensed Marriage Family Therapist

Lily Vistica, MS-Marital and Family Therapy

Licensed Marriage Family Therapist

At Valiant Partners, I focus on helping clients manage the many challenges associated with educating and caring for a child with special needs.  I am also a full-time faculty member in the Counseling and Marital and Family Therapy Department at the University of San Diego.

I’ve spent my career working with children, adults and families and have a specific passion for helping neurodiverse families access community resources.

Allen Regan

Allen Regan, CFP®

Associate Advisor

I’m an Associate Advisor at Valiant Partners, with over fifteen years’ experience in an advisory role.
 
I’m a CERTIFIED FINANCIAL PLANNER™ professional, with a Bachelor of Science in Business from William Carey University.
 
When I’m not working, I enjoy spending time with my wife, Kendall and our children Avery and Patrick. I consider a day on  the water as a day well spent.
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Kendall Regan

Kendall Regan

Client Service Manager

I’m the Client Service Manager of Valiant Partners. I work behind-the-scenes keeping every step of our client service process running smoothly.

I hold a B. A. in Elementary Education from the University of Southern Mississippi and an M.A. in Education, with an emphasis on Gifted Studies, from William Carey University.

I enjoy being active at my church and at the gym and spending time with my family and our four fur babies.