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Wealth Advisory Launches Firm to Serve Special Needs Families

Wealth Advisory Launches Firm to Serve Special Needs Families

Valiant Partners provides comprehensive financial planning for those caring for loved ones with special needs.

PR Newswire

CARLSBAD, Calif., Jan. 13, 2021 /PRNewswire-PRWeb/ -- Vistica Wealth Advisors, an integrated wealth management firm serving clients across California, announced today the launch of Valiant Partners, an advisory practice dedicated to serving the lifetime planning and financial needs of neurodiverse families. The new practice fills an underserved and growing need in the market. According to a recent study from the Centers for Disease Control and Prevention, 17% of children aged 3-17 years had a developmental disability.    

The founders of Valiant Partners are Dan Vistica, MS-Tax, and Jeff Vistica, CFP®, ChSNC®, AIF®. The Visticas understand the unique challenges confronted by parents of children with developmental impairments.

"For those of us caring for children and loved ones with special needs, our concerns can sometimes feel insurmountable," said co-founder Jeff Vistica. "We worry whether our child will lead a safe and happy life. Perhaps the biggest concern is: 'Who's going to care for my child when I'm gone?'"

In addition to his other qualifications, Jeff Vistica has been designated by The American College of Financial Services as a Chartered Special Needs Consultant®, which provides him with the expertise to help clients plan for the future with honesty, ethics and compassion. Jeff and his team can help clients navigate the unique challenges of estate planning, special needs trusts, life insurance, tax and investment planning, and healthcare issues.

Lily Vistica, a licensed marriage family therapist, helps support clients in finding resources to address the many challenges associated with educating and caring for a child with special needs.

About Valiant Partners

Based in Carlsbad, Calif., Valiant Partners is a specialized wealth advisory firm that provides lifelong planning and peace of mind for families caring for a loved one with special needs. With expertise in financial planning, tax management and evidence-based investing, Valiant Partners understands the challenges neurodiverse families face every day. For more information, please visit

Media Contact

Kim Cecere, On Point Communications, 4807560458,


SOURCE Valiant Partners

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