Pat Vitucci has been an active leader in the financial services industry for more than 30 years. Today, he is one of America’s Top 50 Independent Financial Advisors according to Registered Rep Magazine1 and has ranked #1 Financial Representative, out of over 1500, at his own broker dealer, National Planning Corporation2. As a Registered Principal for NPC and CEO of Vitucci & Associates, Pat serves his clients in 15 offices throughout the greater Bay Area in Walnut Creek, San Mateo, San Bruno, San Jose, Cupertino, San Francisco, Sonoma, Santa Rosa, Seaside (Monterey), Scotts Valley, San Rafael, Larkspur, Fairfield and Sacramento, CA.
Pat specializes in comprehensive financial planning and wealth management consulting with core competencies in portfolio management and retirement planning. Pat’s mantra – “Don’t Invest And Forget” – is not only the title of his book, but reflects his approach to managing investments with an active asset allocation approach of continually evaluating and redeploying clients’ portfolios based upon changing market conditions. He serves his clients as a Family Financial Counselor – forging strong, supportive relationships, and building trust.
Educating the public is of great importance to Pat. He shares his knowledge in several ways. His weekly one-hour radio show entitled “Your Financial Life” is broadcast every Saturday morning, 8 am – 9 am on NewsTalk 910. Additionally, Pat hosts numerous no cost, no obligation financial planning seminars throughout the Bay Area. Often his seminars are co-hosted by industry professionals, radio and television personalities, authors and other highly regarded individuals.
An involved business person, Pat has served in various capacities, including President of a $100 million dollar subsidiary of a major financial institution. He established his own financial advisory firms in the Bay Area more than 15 years ago, with the aim of helping clients keep an active watch over their investments and providing dedicated service. He works with a qualified team of professional associates in the office.
He has lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events throughout the Bay Area. Some of those organizations include: American Medical Association, American Dental Association, Rossmoor Investment Club, Village Investment Club, Walnut Creek Senior Center, Concord Senior Center, Prudential Realtor Board, National Association of Mortgage Brokers, Republican Women’s Club, Kiwanis Club, Lions Club, Elks Club, SIRS Club, and various denominations of church groups.
Pat earned a Bachelor of Science Degree at Monmouth University in New Jersey. He currently resides in Alamo, CA and enjoys playing tennis, golf, and participating in community activities.
1August 2010 – This ranking is based on assets under management and is not indicative of investment performance. The total number of representatives reviewed for inclusion in this list is not known.
2NPC ranking based on production and is not indicative of investment performance.