About Us
A Boutique Firm
Jessie Hale, CFP®, CDFA®
I’m Jessie Hale, founder of Vita Wealth Advisors. After nearly two decades at a large financial institution advising individuals, families, and trusts, I launched Vita to offer a more personal and intentional approach to wealth management. I’ve learned that true financial peace of mind comes from having a plan that reflects your life, values, and goals – not just smart investments.
I’m a Certified Financial Planner and Certified Divorce Financial Analyst. I studied Economics at the University of California, Berkeley and later earned my bachelor’s degree in Business summa cum laude from Capella University. While at Berkeley, I played on the women’s water polo team and studied abroad in Seville, Spain.
Supporting clients through major life transitions, especially divorce, is one of the most meaningful parts of my work. I earned my CDFA® designation, inspired in part by my mom, who showed me the importance of financial independence after her own divorce. That experience sparked my passion for helping others navigate big changes. My work spans everything from financial planning and investment strategy to estate planning, charitable giving, and tax-smart solutions. I was named a Woman of Influence in Finance by the Los Angeles Business Journal in 2023, 2025, and 2026.
I live in Manhattan Beach with my family and am a dedicated advocate for children with disabilities and the families who support them.
Tom Smith, JD, CFP®
I’m a partner at Vita Wealth Advisors, where I help individuals and families navigate life’s major transitions with thoughtful planning, deep technical knowledge, and a personal approach. With more than a decade of experience advising high-net-worth clients, and a background as a Trusts & Estates attorney, I bring both legal and financial perspective to the table.
I started my career in Chicago, focused on estate planning, trust administration, and complex tax matters. Over time, I realized what I loved most was building lasting relationships with families who want to create and protect a legacy. I draw on both my legal and financial background to help clients make confident decisions and implement strategies that reflect their goals and values.
I’m a Certified Financial Planner with a law degree from the University of Cincinnati and a bachelor’s degree in English from the University of Dayton. After a decade in Chicago, I moved to Southern California and now call Manhattan Beach home.
Originally from Pittsburgh, I’ve been passionate about music for as long as I can remember. I love playing guitar and make time to travel for live shows whenever I can. I’m also a lifelong animal advocate and continue to support organizations like the Humane Society and SPCA.