James Smith, CFP®
Login to view DISC.James is the Co-Founder and a Financial Advisor at Vitality Wealth, a firm he established with his wife. A CERTIFIED FINANCIAL PLANNER™ professional, he graduated summa cum laude from Utah State University with dual degrees in Finance and Information Systems. He specializes in simplifying complex financial decisions for dual-income couples.
Jamess personal and professional lives are uniquely intertwined, having turned a shared passion for finance, a frequent topic of for fun dinner conversations with his wife, into their business. This foundation highlights his deep-seated interest in finance beyond just a career, viewing it as a tool for a fulfilling life.
He and his wife co-founded their wealth management firm, Vitality Wealth, based on their shared passion for finance.
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