Bay Area Financial Firm Advisor Brings Dr. Quincy Krosby To Clients

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Clients of Bay Area Financial Advisor Pat Vitucci had the opportunity recently to participate in a presentation by famed Dr. Quincy Krosby. Mr. Vitucci regularly hosts Client Appreciation events to which he invites guest speakers he believes will bring additional value to his clients. The presence of Dr. Krosby, currently Chief Market Strategist for Prudential Annuities, was particularly exciting.

It is a tremendous honor to have Dr. Krosby in our midst and I’m delighted she agreed to speak with my clients

Clients of Bay Area Financial Advisor Pat Vitucci had the opportunity recently to participate in a presentation by famed Dr. Quincy Krosby. Mr. Vitucci regularly hosts Client Appreciation events to which he invites guest speakers he believes will bring additional value to his clients. The presence of Dr. Krosby, currently Chief Market Strategist for Prudential Annuities, was particularly exciting. “It is a tremendous honor to have Dr. Krosby in our midst and I’m delighted she agreed to speak with my clients” said Vitucci. Previously, Dr. Krosby was Chief Investment Strategist for The Hartford, Global Investment Strategist for Deutsche Bank Asset Management, and she has served in several diplomatic positions in the U.S and abroad, including a posting as Energy Attache at the U.S. Embassy in London. Her depth of experience and excellent ability to make sense out of complex market events makes her a much sought after expert for media outlets such as CNBC, The New York Times, The Wall Street Journal, Bloomberg Radio and more.

While the guests dined in a private room at the Pruneyard Plaza Hotel in Campbell, Dr. Krosby captivated them with her presentation, covering such subjects as The Fiscal Cliff; The Global Economic and Political Landscape; and Monetary and Fiscal Policy in the U.S. With an election looming and potential dramatic fiscal changes in 2013, one of Dr. Krosby’s key points was the importance of protecting at least a portion of one’s assets from a financial downturn.

Following the presentation guests were encouraged to ask questions and engage in dialogue, before Dr. Krosby left to catch a flight. The evening wrapped up with parting comments from Pat Vitucci, A. Wayne Potter, the company’s Director of Financial Planning and Kira Wattenburg King, Estate Planning Attorney.

About the Firm

Pat Vitucci provides financial advice for several radio and television stations and hosts an hour-long radio show called “Your Financial Life.” He conducts seminars on various financial topics throughout the greater Bay Area, sometimes in conjunction with other industry professionals, and has lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.

Pat’s mantra—“Don’t Invest And Forget”™—is not only the title of his book, but it is also the foundation of Vitucci & Associates Insurance Services. Additionally, it’s a reflection of how he manages his investments with an active asset allocation method of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.

Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including being President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and studied at Monmouth University in New Jersey, where he earned a Bachelor of Science degree in Economics.

Securities and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC, and a Registered Investment Advisor. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services, NPC and all other named entities are separate and unrelated companies.. Dr. Quincy Krosby is not an NPC representative. 67211

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Charlie Coane
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