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Vida Jatulis

CFP®, CEPA®

Wealth Advisor

Vida has a passion for helping people and enjoys guiding clients to a richer life. She became a Wealth Advisor because she wants to help people understand that their investments are just one small part of their wealth. Vida coordinates investments, wills & trusts, asset protection, taxes, charitable giving, education plan, retirement plan, cash flow and debt management to create an action-based financial plan.

Vida joined Summit Financial Consultants in 2013. She earned Bachelor’s and Master’s Degrees in investments and has over 15 years of experience in financial planning, pension consulting, portfolio management and banking.  Recently, Vida earned a Certificate in Financial Planning from UCLA and passed the CERTIFIED FINANCIAL PLANNER™ exam. She also became a Certified Exit Planning Advisor so she can better serve business owner clients.

Away from work, Vida is very active with her husband Darius and two sons Marius and Romas. They all enjoy skiing, adventure traveling, hiking, tennis, cooking, and surfing. She gives herself a yearly fitness challenge, the latest of which included the Malibu Triathlon, backcountry skiing, and trail running.

Vida is an ambassador for Mainsprings, a nonprofit, that provides shelter, healthcare and education to families and orphan girls in Tanzania, Africa, and she does pro-bono financial planning for Savvy Ladies, an organization whose mission is to improve the financial wellbeing of all women.