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.  

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

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.