Christine Skoczek
Vistica Wealth Advisors · San Diego, California
Christine Skoczek is a fee-only financial advisor at Vistica Wealth Advisors in San Diego, California, who holds the CFP credential. Christine charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,500 a year and one-time plans from $3,500) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Vistica Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,500 a year · One-time plans from $3,500 · $325 an hour · 0.25%–1% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $260.1M across 404 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3090498 |
| Exams passed | Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.visticawa.com |
| Profile |
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Questions about Christine
Is Christine Skoczek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Vistica Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Christine charge?
According to Vistica Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,500 a year; one-time plans from $3,500; $325 an hour; 0.25%–1% a year of assets managed.
Does Christine work with clients virtually?
Yes. Vistica Wealth Advisors says on its website that it works with clients remotely.
Where is Christine Skoczek based?
Christine Skoczek is based in San Diego, California.
What does Christine specialize in?
Christine's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, small business owners and family wealth transfer. Christine works with founders, executives, physicians and retirees.
What credentials does Christine Skoczek hold?
Christine Skoczek holds the CFP credential.
Is Christine Skoczek registered with the SEC?
Yes. Christine Skoczek is registered as an investment adviser representative in CA (CRD 3090498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vistica Wealth Advisors manage?
Vistica Wealth Advisors reports $260.1M across 404 accounts in assets under management.
How do I contact Christine Skoczek?
Through Christine's website, www.visticawa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vistica Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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