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Profile: Vitucci & Associates

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placeholder February 17, 2014   •   VOL. 52, NO. 4   •   Oakland, CA
Profile: Vitucci & Associates

Pat Vitucci

Vitucci & Associates, with a knowledgeable team of financial advisors led by CEO Pat Vitucci, has been helping individuals, families and businesses with their financial planning needs for over 20 years. Vitucci's personal experience in the financial advisory field extends beyond 30 years. Since opening the firm in Walnut Creek, they have grown to 16 locations for the convenience of their clients.

The company is built on the philosophy of Pat Vitucci's book "Don't Invest and Forget." Pat firmly believes in active asset allocation, which means that clients' portfolios are diversified based on individual needs, goals, timing and risk tolerances then continually managed. Assets are reallocated based on changing market conditions and the changing needs of the client.

As an independent, fee-based firm, Vitucci & Associates is not obligated to any particular investment, and therefore, they can offer clients a full spectrum of options. They incorporate their clients' concerns and needs with customized financial plans, which may include tax-saving strategies, estate planning, college savings, small business planning, retirement planning and much more.

A second—and equally important—part to Vitucci's "Don't Invest and Forget" philosophy is for Vitucci & Associates to maintain an ongoing relationship with their clients. According to Vitucci, "Nothing can take the place of meeting face-to-face, eye-to-eye."

Well-known for providing financial advice on several radio and television stations over the past 17 years, Vitucci is currently broadcasting his one-hour weekly radio show, "Your Financial Life," 8 a.m. to 9 a.m. Saturdays on radio stations KKSF and KSRO. He also regularly conducts financial seminars throughout the Bay Area and is a frequent speaker at service clubs and community organizations. He was graduated with a bachelor of science degree in economics from Monmouth University in New Jersey. He lives in Alamo and is a parishioner at St. Joan of Arc in San Ramon.

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