Vitucci & Associates, Bay Area Independent Financial Advisors, has been serving investors for more than 20 years, providing clients a full spectrum of financial services. Our specialty is comprehensive financial planning and wealth management consulting with core competencies in portfolio management and retirement planning.

It is our conviction that retirement planningeducation fundingtax strategies, and estate planning should be vital priorities for individuals, couples and families because of the substantial impact on long-term financial success.

Financial plans are custom tailored to meet the specific needs and goals of each client and investments are managed through active asset allocation. This approach allows for regular portfolio redeployment based on changing market conditions and the client’s tolerance for risk.

“Don’t Invest And Forget” Hosted By Pat Vitucci

KDOW 1220 - Saturday 8-9a and Monday 6-7p
KSRO 1350 - Saturday 8-9a

Schedule a Complimentary Appointment

 

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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.

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