Our Mission
Vita Advisors was started with the idea that everyone needs and deserves financial advice regardless of their economic status.
That is why we do not impose investment minimums in order to work with us. Our goal is to develop long-lasting relationships built upon comprehensive financial planning.
Plan for the life you desire with clarity and trust.
Certified Financial Planner™ (CFP®)
This certification marks identify professionals who have met the high standards of competency and ethics established by the CFP Board.
“Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.They understand all the complexities of the changing financial climate and will make recommendations in your best interest.No matter where you are in life, you’ll find confidence in working with a CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.”
Certified Financial Planner Board of Standards, Inc.)
Click here to learn more about why you should choose a CFP® professional.
Accredited Investment Fiduciary (AIF®)
Advisors who have earned the Accredited Investment Fiduciary (AIF®) designation are able to immediately show that they are interest in and working towards the best interests of their clients.They have gone through training, met the qualifications and pass the exam allowing the use of the AIF® designation.
The AIF® designation coupled with the knowledge and processes taught in the course make it easy for an advisor to quickly show the added value they bring to prospective and existing clients.
Cetera Advisors LLC
Our Broker-Dealer
Founded in 1981, Cetera Advisors, formerly Multi-Financial Securities Corporation (Multi-Financial), headquartered in Denver, Colorado, is an independently managed broker-dealer and part of Cetera Financial Group. They provide industry-leading products and services to approximately 1,000 financial professionals nationwide, representing total assets under management of more than $14 billion.
The financial professionals of Cetera Advisors have the flexibility to choose products that best suit their clients’ financial needs and objectives. Cetera Advisors offers its financial professionals efficient and convenient access to a first-rate network of people, products and services, and is committed to helping its affiliated representatives place the interests of its clients first.
Cetera Advisors delivers regulatory supervision, guidance, and training to all its financial professionals, and provides tools needed to help build their clients’ wealth, plan their legacies, and reach their financial goals.
Pershing
Our Global Clearing Service
Pershing, LLC has been a leading global provider of financial business solutions for over 70 years. They serve more than 1,500 institutional, high-net-worth, and retail financial organizations and independent registered investment advisors. Collectively, their customers represent approximately five million investors and over $831.3 billion in assets serviced.
They are a wholly owned subsidiary of Bank of New York Mellon, one of the largest banks in the world with over $24 trillion in total assets under custody and administration.