

Robert Beck joined Vista in 2021 as a Wealth Advisor in the San Francisco office.
Prior to joining Vista, Robert worked on the Portfolio Management team of an RIA managing over $3 billion of assets. He lead financial education initiatives and worked with clients to construct portfolios specific to their current financial situation and future goals. He was directly responsible for the management, analysis, and trading of over $400 million in securities on behalf of the firm’s 2,500 clients
Robert has his CFA (Chartered Financial Analyst) designation and an MBA with a concentration in finance from Pepperdine’s Graziadio School of Business. He played Division 1 water polo at Pepperdine University where he was a four-year Academic All-American. After earning his BS in Business Administration, he completed his master’s program with Beta Gamma Sigma Honors.
Robert takes pride in sharing his financial education and experiences to help clients successfully reach their goals through sound financial planning and sustainable wealth management.
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