Rancho Santa Fe's Premier Private Wealth Advisor
A trusted partner to high-net-worth individuals and families, we help our clients navigate complex financial decisions with expertise, care, and a commitment to their unique goals.
We believe life’s greatest moments are built on strong financial foundations.
Thomas E. Vieira
PRINCIPAL + PRIVATE WEALTH ADVISOR
With 30 years of investment experience, Tom Vieira founded Vieira Financial Group in 2004 to support successful families, individuals and businesses.
Previously, Tom was Vice President at KBW Asset Management, a subsidiary of investment bank Keefe, Bruyette & Woods, Inc. The first ten years of his financial services career were at Fidelity Investments as Vice President in the Investment Advisor and Retirement Services Divisions. Prior to joining Fidelity, he served as a Jesuit International Volunteer, living and teaching in Belize, Central America. Tom earned a B.A. in Economics from Boston College.
Active in his community, Tom serves as Scoutmaster of Rancho Santa Fe Boy Scout Troop 766. He resides in Rancho Santa Fe with his wife Karen Butler, Ph.D., an art historian, and their two children Loren and Claire.
Amy serves as the firm's practice manager and has worked in financial services for 19 years. She’s a proud UC San Diego graduate and holds FINRA Series 7 & 66 securities registration, Certified Retirement Planning Counselor designation, and a California Life & Health Insurance License. A true San Diego native, she loves to sail, explore the outdoors by going on hikes & horseback riding, and spend quality time with her family.
Amy Violante, CRPC®
Michael brings a decade of experience in financial services to his role as financial planning and investment specialist. He holds Series 7, 63 & 66 securities registration and a California Life & Health Insurance License. A proud graduate of the University of Oregon, he earned his Bachelor of Science in Business Administration with a focus on Finance and Sports Marketing. Outside of his professional endeavors, Michael enjoys cooking, hitting the golf course, and cheering on his favorite football team.
Michael Peterson
Adriana ensures the smooth operation of the firm, bringing years of financial administration experience, a merchandising degree, and data and communication skills to her role. As a Client Service Associate, her strong work ethic, professionalism, and dedication to confidentiality drive her to deliver exceptional service and build lasting relationships. Outside of work, she loves performing dance, indulging in cooking and reading.
Adriana Rascon
Tom helps develop our personal financial models, as well as the detailed analysis and design of our custom financial planning recommendations. With a BS in Economics and Business Management from Portland State University, he combines deep expertise with strategic approach to financial planning. Outside of work, he enjoys skiing, basketball, strategy gaming, and model railroading. When he's not immersed in these hobbies, he's coaching youth athletics, reading, or spending quality time with his family.
Tom Christensen, CFP®, CRPC®
