(805) 418-4565 Menu

Vida is a Managing Director and Wealth Advisor at Summit Financial Consultants. At Summit, she focuses on developing long-term relationships with clients and her mission is for clients to have a worry-free financial life.

Vida first began honing her core principles working in her family’s business while in high school: a relentless pursuit of excellence, an unshakeable focus on putting people first and a deep commitment to learning. These principles drive her process to learn as much as she can about her clients, analyze each unique set of facts and customize an action plan to help her clients achieve their goals. Vida has a special focus on working with business owners to provide a plan to diversify their wealth, create a business that is transferable, and develop a plan to exit their business on their own terms. In addition, she coordinates with clients’ trusted advisors -CPAs, estate attorneys and others - to make sure the client receives a truly comprehensive plan.

Vida has over 15 years of experience in financial planning, portfolio management, pension consulting and trust banking. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®).

Volunteering is a strong part of Vida’s commitment to helping people. Currently, she is a pro bono planner for people in need of financial advice but cannot afford it. She also is an ambassador for Mainsprings, a nonprofit that provides shelter, health care and education to orphan girls in Tanzania, Africa.

Accessibility: If you are vision-impaired or have some other impairment covered by the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to using this website, please contact our Accessibility Manager at (805) 418-4565.
Schedule a Consultation