With 12 financial advisors and 16 Bay Area locations, Vitucci & Associates makes it a point to meet with people about their retirement plans and wealth management. Additionally, they show their appreciation for their clients with regular events, ranging from dinner to cooking tutorials to golf tournaments.
The philosophy of Don’t Invest and Forget™ shows Vitucci & Associates’ focus on consulting with people to review their investments and—just as important—to develop their long-term retirement goals. As an independent, fee-based firm, Vitucci & Associates utilizes a variety of investment options to help their clients reach those goals.
CEO Pat Vitucci is an active financial advisor, seminar leader, author, and radio host and has been for more than 30 years. With the support of his knowledgeable staff, Pat meets with his clients about their comprehensive financial plan on an ongoing basis. Additionally, Pat strongly promotes active asset allocation, which gives his clients portfolio management tailored to their changing needs and goals.
Vitucci & Associates has always shown a dedication to client service – to offering customized solutions, to providing active management, and to scheduling regular reviews. It will continue to remain the cornerstone of their business as financial advisors and retirement specialists.
Securities and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC, and a Registered Investment Advisor. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services and NPC are separate and unrelated companies. Asset allocation cannot ensure a profit or protect against a loss. 80945
877 Ygnacio Valley Rd Ste 220 Walnut Creek, CA 94596