Cason Patrick Vitello

Employer firm

Strategic Financial Planning, Inc. CRD 118450

$221M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 03/2024
  Swe Homes, Lp
  Houston, TX
• 01/2023 → 07/2025
  Mpv Consulting, Llc
  Houston, TX
• 07/2023 → 08/2023
  Lupe Tortilla
  Missouri City, TX
• 05/2018 → 07/2018
  Jw Enterprises
  Midland, TX
• 06/2019 → 07/2019
  Tru Green
  Midland, TX
• 07/2025 → Present
  Strategic Financial Planning
  Plano, TX
• 08/2013 → 06/2017
  Robert E. Lee High School
  Midland, TX
• 08/2017 → 05/2019
  Texas A&M University
  College Station, TX
• 08/2019 → 05/2021
  University Of Texas Permian Basin
  Odessa, TX
• 05/2023 → 05/2025
  University Of Houston
  Houston, TX
• 08/2021 → 05/2023
  Houston Community College
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-20