Vista Financial Planning

Vista Financial Planning (CRD# 129729) is a financial advisory firm headquartered in Oak Park, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Vista Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Sophie M. Kaluziak
CRD#: 4744389
101 N. Marion, Suite 306, Oak Park, IL 60301

Sophie Kaluziak (CRD# 4744389) is an Investment Advisor Representative working at Vista Financial Planning in Oak Park, IL and has over 12 years of experience in the finance industry.

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