- Michael Spector
- James Knight
- Henry Pilger
- Brian Frazier
- Bob Adams
- Jayne Smith
- Joe Delaney
- Eric Swensen
- Aaron White
  Direct: (650) 855-6875 Email: eric@vistawealth.com Eric brings over 10 years experience in the Finance Industry with him to Vista. He began his career as a trader for a technology focused hedge fund located in San Francisco. Eric left the hedge fund to become the head trader for a well known regional Investment Advisory firm in the Silicon Valley. In 2005, Eric joined Vista and has helped to not only build the portfolio administration systems, but has been an instrumental part of the client service delivery team. Eric works with clients in each of the Vista offices, but spends a majority of his time with clients in our Palo Alto office. Eric is a graduate of the University of California at Davis. He is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to provide investment advisory services in the State of California. 
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