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Vitality Wealth Planning

Vitality Wealth Planning is a fee-only, fiduciary financial planning firm built specifically for American families relocating to Costa Rica. Founded by Brennan Vitali, CFP, the firm provides comprehensive cross-border financial planning including tax strategy, investment management, healthcare planning, estate planning, and relocation sequencing. We help clients navigate the financial complexity of living between two countries so they can stop researching and start living.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Brennan Vitali, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

29861 County Road 22 Elkhart, IN 46517 Phone: (360) 481-9937

Primary Office

29861 County Road 22 Elkhart, IN 46517 Phone: (360) 481-9937
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