Based in Walnut Creek, California, Vitucci and Associates offers coordinated financial solutions that place clients first as they plan for retirement and education costs. The Vitucci and Associates approach is custom designed to meet specific timelines and risk profiles. In addition, it evolves to reflect current market realities and the changing needs of clients as they move through career and life phases.

Offering complimentary consultations, the Vitucci and Associates team takes time to understand people’s portfolios and financial situations, with an eye toward consolidating retirement savings accounts that have been amassed across a lifetime. As an independent financial advisor, the firm does not link its recommendations to any “brand” and strives to find products and strategies that generate optimal results over the long term.

Vitucci and Associates emphasizes a holistic approach that is made possible by a team that encompasses professionals with diverse areas of knowledge and expertise. Among those who drive investment approaches are advisors holding Chartered Life Underwriter, Certified Financial Planner, and Chartered Financial Consultant designations.

Pat Vitucci is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Vitucci & Associates, Inc. and United Planners are not affiliated.