- Michael Spector
- James Knight
- Henry Pilger
- Brian Frazier
- Bob Adams
- Jayne Smith
- Joe Delaney
- Eric Swensen
- Aaron White
  Direct: (415) 677-3311 Email: aaron@vistawealth.com Aaron joined Vista as a Wealth Advisor in the San Francisco office in early 2009. He spends most of his time meeting with clients and analyzing their investments and financial plans. Aaron played a major role in the implementation of Tamarac, our portfolio rebalancing software, and also helped customize our financial planning software. He has initiated several key process improvements at Vista and leads our internal education and staff development team. Prior to joining Vista, Aaron was in consulting at BPM, assisting primarily with business and stock option valuation of early stage biotechnology companies. He also provided litigation support, due diligence, and tax services. Aaron graduated Summa Cum Laude with a Finance degree from the University of San Francisco and is continuing his professional development as a candidate for CFP® certification. He is licensed to provide investment advisory services in the State of California. 
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