Jessica Smith on Building Wealth with Purpose and Confidence

In this episode of Success Leaves Clues Podcast, host Pedro welcomes Jessica Smith, Co-Founder and Principal Financial Advisor at Vitality Wealth, for an insightful conversation about financial planning, entrepreneurship, and building a life of confidence through smart financial decisions.Jessica shares her journey from becoming a CPA to discovering her passion as a Certified Financial Planner, and why she and her husband took the leap to launch Vitality Wealth. Together, they discuss serving high-income professionals, creating personalized financial plans, balancing wealth with well-being, and helping clients make confident decisions about retirement, investing, taxes, and lifestyle. Jessica also explains why AI can be a valuable financial tool—but why genuine human guidance, context, and trusted relationships remain irreplaceable.Connect withLinkedIn: https://www.linkedin.com/in/jessica-jo-smith/Website: https://www.myvitalitywealth.com/Support the showYou can also watch this podcast on YouTube at:https://www.youtube.com/@thesuccessleavescluesYou can also watch Success Leaves Clues Podcast on YouTube:https://www.youtube.com/@thesuccessleavescluesEnjoying the podcast? Subscribe to Success Leaves Clues Podcast for more conversations with successful coaches, business leaders, and entrepreneurs sharing practical strategies, real experiences, and valuable insights.