Vitucci & Associates, has been serving clients in the Greater Bay Area for over three decades, providing a full range of planning and consulting services. The firm’s primary focus is helping individuals and couples who are nearing retirement reach their goals by creating custom tailored solutions based on their values, needs and retirement objectives.
The team of experienced Planning Consultants, including several that have earned the CFP® (Certified Financial Planner™), ChFC® (Chartered Financial Consultant) and/or CLU® (Chartered Life Underwriter) designations, work in conjunction with an exceptionally knowledgeable and reliable staff to provide seamless, personalized service. Investments are managed utilizing an active asset allocation approach based on the client’s risk tolerance and changing market conditions.
Vitucci & Associates is dedicated to finding the appropriate solutions to provide clients financial independence for their retirement years. We seek to help our clients retire comfortably and remain comfortably retired throughout their lifetime.