

Regan Smith joined Vista in 2015 and has over seven years of finance-related experience. Prior to joining Vista he worked as a Financial Planning Specialist at the fastest growing firm in the Milwaukee area (all industries from 2012-2014). In 2015 he moved to the San Francisco Bay Area for exposure to a more diverse and complex financial planning environment.
Regan works with clients in each of the Vista offices, but spends the majority of his time in our Palo Alto office.
Regan graduated from the University of Wisconsin – Madison with a BS degree in Personal Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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