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, CFP®,ChSNC®, AIF®
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, MS-Tax
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, 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.
I also volunteer with the American Red Cross on their Southern California Disaster Mental Health team, providing mental health services to victims of disasters in the region.
Allen Regan, CFP®
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.