Vista Wealth Management Group Email Formats
Financial Services • 
Schaumburg, Illinois, United States • 11-20 Employees
Vista Wealth Management Group Email Formats
Vista Wealth Management Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contacts at Vista Wealth Management Group
Daniel Barrett
Director Of Operations
Jiyun Chan
Director Of Insurance Operations And Services
Company overview
| Headquarters | 1475 E Woodfield Rd, Suite 900, Schaumburg, Illinois 60173, US |
| Phone number | +1532024797 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Executive Benefits Planning, Employee Benefit Solutions, Business Planning, Financial Planning, Education Funding, Life Insurance Planning, Risk Management Solutions, Qualified Retirement Plans, Investment Strategies, Fee-Based Financial Planning |
| Founded | 2021 |
| Employees | 11-20 |
| Socials |
About Vista Wealth Management Group
Vista Wealth Management Group is dedicated to helping you and your family navigate the financial planning process, both now and for generations to come. Our process is a simple, yet effective one. We start by listening; doing so allows us to learn about you, your values, and your goals. Our team of specialists then work to create a holistic plan, with your values at its core to transform your goals into reality. We built an infrastructure at our firm with the aim of outlasting any of us and with the goal to empower the next generation of leaders so that our promise of maintaining a lasting relationship will always be lived up to. Vista’s purpose is to provide a seamless experience while delivering solutions that build financial security or a worry-free retirement – we only ever recommend that which is appropriate for our clients. We look forward to partnering with you!
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Vista Wealth Management Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Vista Wealth Management Group has never raised funding before.
Vista Wealth Management Group Tech Stack
Discover the technologies and tools that power Vista Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
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