Vitucci & Associates, Bay Area Independent Financial Advisors, has been serving investors in the Greater Bay Area 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.
We retain an exceptionally knowledgeable and reliable staff working in conjunction with financial advisors to provide seamless, personalized service for you. We focus on individual and company portfolio management, with an emphasis on retirement planning. Investments are managed utilizing an active asset allocation* approach continually redeploying your portfolio based on your risk tolerance and changing market conditions. In the world of finance, Vitucci & Associates believe that a single approach cannot serve everyone.
Our team of trusted independent financial advisors are available to meet with you in any of our sixteen Bay Area office locations, which include the Walnut Creek headquarters, Sonoma, Santa Rosa, Fairfield, Sacramento, San Francisco, Marin, San Mateo, San Jose, Cupertino, and Monterey (Seaside), as well as your home or office.
Our financial management process begins with a complimentary, no obligation conference and in-depth evaluation to determine your current financial situation, overall goals, and objectives. Our goal is to take the mystery out of investing, managing risks, preparing for retirement and children’s college education funding. By helping you acquire the information needed for pursuing your financial goals and objectives, we maintain long and trusting relationships.
* Active asset allocation does not guarantee a profit or assure favorable results. It does not eliminate the risk of investment losses.