Trevor Cappa, CPA
Tax-Savvy, Client Focused Advice | Fee-Only | Fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Tax-Savvy, Client Focused Advice | Fee-Only | Fiduciary
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Retirement Planning
- Special Needs Planning
- Tax-Efficient Planning
About Trevor Cappa, CPA
Hi, I'm Trevor Cappa, Associate Wealth Advisor at Vistica Wealth Advisors.My background spans accounting, financial analysis, consulting, and wealth management. Throughout my career I have worked with businesses, business owners, and families to navigate complex financial decisions helping to turn complex information into practical, actionable strategies.
Prior to joining Vistica, I worked for a public accounting firm as a consultant to small business owners. I also gained extensive experience at “Big Four” accounting firm, KPMG, where I consulted on asset management, alternative investments, and real estate client engagements for the firm. I also spent time with a firm similar to Vistica in Northern California where I provided financial plan development supporting clients as they considered solutions to help meet their tax, estate, and financial planning objectives.
I enjoy bringing together a combination of accounting, analytical, and financial experience to help clients make informed decisions as they work to secure and enhance their financial future.
I am a CPA and earned a Master of Professional Accountancy from University of California, Davis as well as a bachelor’s degree in business administration with an emphasis in Accounting from Humboldt State University.
Outside of work, I have a long-standing interest in sports, including time spent working in the Baseball Analytics department for a Major League Baseball front office, playing goalie on a rec league soccer team, or spending time with my cats and dogs.
Professional Designations
- Certified Public Accountant (CPA)
Affiliations
- American Institute of CPAs
Primary Location
2121 Palomar Airport Road, Suite 160, Carlsbad, CA 92011
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Vistica Wealth Advisors
Vistica Wealth Advisors is a family-owned, independent financial advisory firm founded in 2005 to give clients a place to receive unbiased, evidence-based advice. With offices in Carlsbad, Sacramento, and San Diego, our team of Certified Financial Planners and Chartered Financial Analysts specializes in helping professionals, entrepreneurs, healthcare practitioners, and families with special needs achieve their financial goals.Our Services
We offer comprehensive wealth management, including retirement planning, tax planning, investment management, and estate planning. By focusing on tax-savvy planning and collaborative solutions, we work to deliver tailored strategies for you, your business, and your family, and we coordinate closely with your CPA, estate attorney, and other trusted professionals.
Why Work With Us
As a Registered Investment Advisor (RIA), Vistica Wealth Advisors operates under a fiduciary standard, meaning we are legally obligated to act in your best interest. Being a family-owned firm allows us to prioritize our clients' needs without the pressure of corporate agendas, and we work to build lasting relationships based on trust, transparency, and results.
Who We Serve
We work with business owners, entrepreneurs, healthcare professionals, retirement plan sponsors, institutional trustees, and families caring for a loved one with special needs. Our niche mirrors our own values as business professionals and family-focused advisors, and we take pride in being "low volume, high touch."
Vistica Wealth Advisors, LLC is an investment advisor registered with the United States Securities and Exchange Commission.
Education
University of California, Davis - Graduate School of Management, Master of Professional Accountancy, Accounting | Humboldt State University, Bachelor of Science (B.S.), Business Administration, Accounting | Las Positas College, Associate of Arts (A.A.) with Honors, Language Arts
Hobbies and Interests
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Special Needs
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
FAQs
FAQ Disclosures
Still have questions? Contact us today and we’ll be happy to help.
