Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
Our Team
Jim Vitou, RICP®, ChFC®
More than three decades after founding Vitou Financial Services, Jim remains driven to build sustainable financial strategies that are easy to follow and can be tailored to clients’ needs and desires. Whether he is discussing Social Security claiming strategies, Roth conversions or a host of other financial topics, Jim has a knack for simplifying complex ideas and empowering others to pursue their retirement dreams.
Jim founded Vitou Financial in 1990, three years after graduating from John Carroll University with a bachelor’s degree in business administration. Since then, he has amassed considerable experience in the areas of financial resource analysis and resolution, retirement planning, business continuity planning and executive fringe benefits. He has worked with sole proprietors and Fortune 500 companies such as Key Corp, BP Oil and Steris Corporation, to name a few.
Having passed his Series 6 and 65 securities exams and obtained his health, life and annuity licenses, Jim can offer both investment and insurance products and services. He also has earned his Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations.
Jim and his wife, Jane, have been married since 1990 and raised four sons: Dan, Bill, Jack and Michael. “I have been blessed to be married to the same wonderful girl for more than three decades,” Jim says. “We love to play golf, tennis and exercise.” Jim also enjoys spending time with Daisy, his beautiful yellow Labrador retriever.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Dan Vitou, CFP®
A third-generation financial advisor with more than a decade of experience, Dan derives his greatest joys from creating custom, comprehensive strategies that can help individuals navigate “the unknown waters of retirement” and follow their dreams with confidence.
“Not having a working income plan worries people,” Dan says, “so being able to help provide them with a clear path and income certainty makes me feel like I am making a difference in people’s lives.”
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Dan can offer both investment and insurance products and services as he has passed his Series 65 securities exam and obtained his accident and health, life, property, casualty and annuity insurance licenses. He is passionate about helping clients see the big picture and understand how all parts of a portfolio can work together to create tax efficiencies and income opportunities.
Dan joined Vitou Financial Services, the family business started by his father and grandfather, in 2018 after previously working in the corporate arena as an underwriter for AIG and a broker for Aon. He graduated from The Ohio State University in 2013 with a bachelor’s degree in finance.
Dan lives in Rocky River, Ohio, with his wife, Meagan, who serves as a nurse at the Cleveland Clinic. When he isn’t helping clients, Dan is a workout and outdoors enthusiast who loves to fish, golf and cheer on the Cleveland and Ohio State sports teams.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.