Broker Check

Client Events

Like so many companies throughout the country who have been impacted by the Covid-19 Pandemic, Vista Financial Group will not be hosting any Seminar, Lunch Club meeting or workshops for the rest of 2020.  Our priority is the health and safety of our clients and our staff.

Please keep checking our website for updates on future events.  We look forward to seeing everyone again real soon.  Please stay safe and healthy.

The advisors at Vista Financial Group pride themselves in being more than just LPL Financial Advisors to their clients. They believe that it’s vital to make sure that their clients are up to date on current events and how they affect their investments. As every year is different, with some years being more challenging than others, they want to keep their clients informed and educated with the most updated information. They do this by hosting several informative seminars and workshops throughout the year.

Vista Financial Group offers a quarterly Breakfast Club meeting that focuses on education and current events on a range of topics. These meeting are to make sure that our clients are on top of the latest issues pertaining to investments and news that can affect their portfolios. Meetings are very personalized and we encourage client discussions and involvement.

At the end of the year, we host our largest seminar. This seminar is to provide our clients with an outlook of the past year and a glimpse of what the New Year has coming and what to expect.

Securities offered through LPL Financial – Member FINRA/SIPC – 1-783194

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock and bond strategies involve risks including the loss of principal. Alternative investment strategies carry a higher degree of risk.

Lunch Club Meeting - Feb 20, 2021

Lunch Club Meeting - Feb 20, 2021

2021 Outook -  Powering Forward