Awards & Recognition | VISTA Wealth Strategies LLC

VISTA Wealth Strategies LLC has been recognized within the financial industry for its level of service and commitment to client satisfaction. These designations are designed to help clients understand what sets financial advisors apart, as well as provide criteria for what’s important when selecting an advisor. We are committed to providing industry-leading service and support to all of our clients, and we take pride in the acknowledgment we have received from our clients, peers, and industry experts. 

Five Star Award 2021

2015-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in October 2021 based on data gathered within 12 months preceding the issue date. 2,091 advisors were considered, 121 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.


Womens Choice Award

2022 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.


2022 Forbes Top Women Best-in-State Wealth Advisors

2022 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in Feb 2022 based on data gathered from Sept 2020 to Sept 2021. 9850 Advisors were considered, 1,377 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.


20 Prominent Patriots in Business for 2015 by George Mason University’s School of Business

20 Prominent Patriots in Business for 2015 by George Mason University’s School of Business. This award is based on citizenship, scholarship, and leadership and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Visit George Mason University for more award information.