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Independent Financial Advisors Bay Area





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Vitucci & Associates, Bay Area Independent Financial Advisors, has been serving investors for more than 20 years, providing clients a vast array of financial services. It is our conviction that retirement planning, education funding, tax strategies, and estate planning should be capital priorities for individuals and families of all ages and income levels.

Our specialty is individual and company portfolio management with an emphasis on retirement planning. Investments are managed via active asset allocation. This approach allows for regular portfolio redeployment based on changing market conditions and the clients tolerance for risk.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Vitucci & Associates Insurance Services and NPC are separate and unrelated companies.