Savvy Ladies Volunteers

Vida Jatulis, CFP®, CEPA®

Volunteer’s Bio

Vida is a Managing Director and Wealth Advisor at Summit Financial Consultants. She 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®).

Areas of Expertise (as specified by volunteer)

Career and Income; Small Business; Wealth Management

Retirement Planning

Education Planning