Vista Wealth Management, LLC is a SEC Registered Investment Advisor. It is not an accounting firm, is not licensed by the California State Board of Accountancy, nor does it render legal advice. Securities and insurance services offered through VWM Insurance Services, LLC, member FINRA, SIPC. 600 California Street, Suite 1330, San Francisco, CA 94108. (415) 477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc. Member FINRA,SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333 800/765-520l. Vista, VWM & ValMark are separate entities.