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 WM Emblem
 

 

2015 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. 2,627 advisors were considered, 160 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

2014-2023 Women’s Choice Award, created by WomenCertified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. 88 advisors, 76 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information, Women's Choice Award 


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.