Christine D. Skoczek
Investment adviser representative at Vistica Wealth Advisors, LLC
42 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$260.1MFirm assets
Are you Christine D. Skoczek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Ag Tax GroupJan 2026 to now
- Vistica Wealth Advisors, LLCJan 2025 to now
- Skoczek & Associates, LLCJul 2006 to Jun 2025
- PkfJan 1984 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vistica Wealth Advisors, LLC
$260.1MAssets managed
122Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3090498
- Firm CRD
- 147297