The Team

Vista Financial Solutions

Our Advisors

Carol Ann Davis

Carol Ann Davis

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

BA, English, University of Washington, Seattle, Washington
CA Insurance #0J03271

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Peter Taafe

Peter Taafe

Private Wealth Advisor

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Designations

CFP®, BFA, APMA®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
CA Insurance #0M40277

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Our Staff

Natalie Pace

Natalie Pace

Practice Manager

Renee Cook

Renee Cook

Client Service Manager

Cevi Fernandez

Cevi Fernandez

Administrative Assistant