Wilson Kistler, CFP

I am a CERTIFIED FINANCIAL PLANNER® professional who works with accomplished professionals, business owners, and families to build, preserve, and transition wealth through life’s most significant financial milestones. Clients often engage me during pivotal moments—navigating peak earning years, preparing for a business transition or liquidity event, developing multigenerational strategies, or planning for retirement with an emphasis on tax efficiency and long‑term legacy.

My approach is highly personalized and grounded in thoughtful planning. In an ever‑changing environment shaped by market volatility, regulatory complexity, and evolving opportunities, I focus on aligning financial strategy with each client’s unique goals and circumstances. This includes integrating advanced investment management, proactive tax‑aware planning strategies, estate and risk management, and coordinated collaboration with specialized professionals to deliver well‑rounded solutions.

Throughout my career, I have worked across wealth management, business and retirement planning, private capital, and investment distribution. This breadth of experience provides a deep understanding of how capital markets, investment vehicles, and strategic planning intersect—and how to apply that insight to real‑world client decisions.

Clients value a relationship built on accessibility, clarity, and trust. I take the time to listen and understand not only financial priorities, but also personal values and family considerations.

This proactive collaboration includes regular reviews, transparent communication, and ongoing refinement to help ensure strategies remain aligned with life’s transitions. Whether working with executives, entrepreneurs, healthcare or technology professionals, or families navigating complex wealth considerations, my role is to provide structure, insight, and steady guidance.

I am committed to helping driven individuals and families pursue financial independence on their own terms and with intention. If you are considering how a personalized, goals‑driven planning approach could strengthen your wealth strategy, I welcome the opportunity to connect.


Credentials & Registrations

CERTIFIED FINANCIAL PLANNER® (CFP®)
State Registrations: AL, AZ, CA, FL, GA, LA, MA, ME, NC, OR, PA, SC, TN, VA
Wells Fargo Advisors is not a legal or tax advisor


Education

Bachelor of Arts, Villanova University
St. Albans School (Washington, D.C.)