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Mountain Vista Wealth Management

Mountain Vista is a fee-only registered investment advisor located in Santa Barbara, CA, serving clients in California, Connecticut and New York and in other jurisdictions where exempted. We take a holistic approach to private wealth management, offering comprehensive financial planning and in-house investment management services. We specialize in retirement and estate planning, the creation and management of customized investment portfolios and real estate investing.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jonathan Heagle, CFA, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1514 Anacapa St Suite C Santa Barbara, CA 93101 Phone: (805) 225-6559

Primary Office

1514 Anacapa St Suite C Santa Barbara, CA 93101 Phone: (805) 225-6559