Vida Jatulis

About Vida Jatulis

I’m Vida Jatulis, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 15 years of experience helping retirees and individuals plan for a secure financial future. My goal is simple: to offer honest advice that empowers you to achieve financial independence.As a CFP®, I’ve undergone extensive training and testing in financial planning, tax strategies, investment management, and retirement income planning. In addition to my CFP® designation, I hold a master’s degree in Investments and have received specialized training in areas such as college planning, philanthropy, and business exit strategies. I am a dedicated lifelong learner, so if I don’t have the answer, I will happily seek it out.To me, financial planning isn’t just about numbers—it\'s about understanding your life’s values, dreams, and priorities. Whether you’re planning for retirement, managing investments, or navigating complex tax strategies, I take a personalized, goal-oriented approach to create a custom plan that fits your unique circumstances. I aim to make sure your financial plan reflects your personal vision and provides a clear roadmap to reach your goals.I’ve always had a passion for helping people take control of their financial futures. In my position, I have witnessed firsthand the anxiety and stress that comes from financial uncertainty, I’ve made it my mission to help my clients gain the confidence and clarity they need to make informed decisions. My purpose is to ensure that you’re not just prepared for tomorrow, but that you can live the life you’ve always envisioned today.My process is designed to be collaborative and transparent. We’ll start with an in-depth look at your financial situation, followed by clear recommendations tailored to your goals. I’m committed to providing ongoing support and answering any questions you may have along the way. Together, we’ll navigate the complexities of financial planning so you can feel confident in your path toward financial independence.Investment Advisory Services are offered through Mariner Independent Advisor Network (MIAN), a SEC Registered Investment Adviser. Camber Wealth and MIAN are not affiliated entities.

Experience

1. Wealth Advisor

   Camber Wealth

   Jan 2026 — Present

Education

• Golden Gate University

  Master of Science - MS, Investments and Securities

• Central Connecticut State University

  Bachelor of Science - BS, Finance, Investments