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Brennan Vitali (CFP®)

Brennan Vitali focuses in the
following client markets or areas of practice:

  • AUM
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Retirement Planning – Guiding individuals and families through the transition to retirement with a focus on creating sustainable income strategies. Estate & Legacy Planning – Helping families protect generational wealth and ensure their values and wishes are passed on. Tax Planning Strategies – Providing proactive tax planning to optimize wealth preservation and minimize tax liabilities in retirement and beyond. Holistic Financial Planning – Integrating life planning with financial planning to align wealth with personal values and goals. Life Transitions – Supporting clients through major life changes, such as retirement, widowhood, and caring for aging parents.

Additional Information

I’m Brennan Vitali, CFP®, a Wealth Advisor that helps families achieve clarity, confidence, and peace of mind around their finances. At Vitality Wealth Planning, I guide clients through life transitions like retirement with a holistic approach that integrates financial, estate, and tax planning. My goal is to help clients use their wealth to live fulfilling, intentional lives aligned with their values and purpose.

NAPFA Start Date

January 02, 2025

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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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Visit Website Download vCard
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

9115 Vancouver Dr NE Lacey, WA 98516 Phone: (360) 481-9937
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