- Michael Spector
- James Knight
- Henry Pilger
- Brian Frazier
- Bob Adams
- Jayne Smith
- Joe Delaney
- Eric Swensen
- Aaron White
  Direct: (415) 677-3333 Email: joe@vistawealth.com Joe has over 25 years of business experience including the last eight years helping clients navigate the uncertainties of investing and planning for the future. Joe began his business career as a CPA with KPMG and held senior management positions with The Prudential and Lend Lease before embarking on a career focused on creating and executing wealth management strategies for individuals and families. Prior to joining Vista Wealth Management in 2008, Joe was a principal with a Marin based investment advisory firm for six years. He is licensed to provide investment advisory services in the State of California. Joe is a graduate of Stanford University. He also has his MBA in Finance from the Anderson Graduate School of Management at UCLA. Joe is active in his community where he serves as the President of the Stanford Alumni Club of Marin and is a board member for Marin County School Volunteers. He is also the group leader for Provisors – San Francisco. 
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