About Us
A Boutique Firm
Jessie Hale, CFP®, CDFA®
Jessie Hale is the Founder of Vita Wealth Advisors. Prior to founding Vita, Jessie spent 18 years at The Northern Trust Company. By the end of 2023 she was managing over $650 million in assets under management as Senior Portfolio Advisor in Los Angeles. Jessie is an experienced investment manager responsible for the development and implementation of integrated wealth solutions and asset allocation services for high net worth individuals and families, foundations, and trusts.
Jessie is a CERTIFIED FINANCIAL PLANNER® and expert at helping individuals and families navigate economic cycles. Jessie wants her clients to succeed, and part of that success is giving them peace of mind that their individualized wealth plan is in place. Through carefully tailored advice and portfolio implementation, they will feel that they have an experienced and caring financial expert guiding them so that they can do what brings them the most joy in life.
“I love building strong, enduring client relationships that last through generations. I genuinely care about my clients, their lives, challenges, and dreams.”
Jessie earned the Certified Divorce Financial Analyst® designation in 2021. She takes pride in working with individuals going through divorce to give them the financial transparency to move forward in settlement decisions and develop a long term investment strategy that gives them confidence and independence over their future. Her mother divorced when Jessie was young and taught her a valuable lesson in the importance of independence and financial security. Her mother’s mentorship had a hand in her decision to join the financial services industry over 20 years ago, and later earn the CDFA®.
Jessie grew up in Northern California, attending high school in Davis where she played varsity water polo. She attended college at the University of California, Berkeley, majoring in Economics, and studied abroad in Seville, Spain. After Berkeley, Jessie moved to Manhattan, where she lived and worked for several years before returning to the west coast and putting down roots in Los Angeles. Jessie is the parent of two sons, the older of whom has significant special needs. Jessie has become a fierce advocate not only for her son, but for other parents and children facing similar challenges.
Education
University of California, Los Angeles – Personal Financial Planning, Earned with Distinction
University of California, Berkeley – Economics
Capella University – B.S. Business with a Specialization in Finance, Summa Cum Laude
Certificates
Certified Financial Planner (CFP)
Certified Divorce Financial Analyst (CDFA)
Acknowledgments
Named A Women of Influence in Finance by the Los Angeles Business Journal, 2023
Tom Smith, JD, CFP®
Tom Smith is a Partner at Vita Wealth Advisors. Prior to Vita, Tom worked as Senior Wealth Advisor at The Northern Trust Company for over a decade, delivering the highest quality individualized experience to each of his unique clients, and acting as a trusted fiduciary.
Prior to joining Northern Trust, he was a practicing Trusts & Estates attorney in Chicago. Tom enjoys building long-term relationships with families who want to create and protect a legacy by providing them with wealth planning and complex tax strategies that they can implement to give them peace of mind in their overall financial plan. Whether you are contemplating retirement, selling a business, growing your family, or receiving an inheritance, Tom uses his deep wealth management expertise to give clarity and confidence to individuals going through significant life events.
“I strongly believe that developing a meaningful rapport with your advisors is the key to building confidence and excitement around your dreams and aspirations.”
Tom grew up in Pittsburgh, where much of his family still resides. He earned his BA in English from the University of Dayton and his JD from the University of Cincinnati College of Law. Tom spent the first 10 years of his professional career in Chicago before relocating to Pasadena in 2015. Tom currently lives in Manhattan Beach with his two young daughters. Since a young age, Tom has had a profound appreciation for music. He loves to play guitar and attend live music events around the country. A long time animal lover, Tom has volunteered with the Humane Society and SPCA.
Education
University of California, Los Angeles – Personal Financial Planning, Earned with Distinction
University of Cincinnati College of Law – JD
University of Dayton – B.A. English
Certificates
Certified Financial Planner (CFP)
Illinois State Bar Association
