Dining, Investing, and Planning for Your Future

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This past April, Vitucci & Associates—an independent Bay Area financial advisor firm—treated some 50 guests to a client appreciation luncheon at Amber Bistro in Danville. Special guest Brian Sussman, who is also an author and KSFO 560 host, read from his 2012 book, Eco-Tyranny: How the Left’s Green Agenda Will Dismantle America, and signed the copies Vitucci & Associates gifted to their guests.

This past April, Vitucci & Associates—an independent Bay Area financial advisor firm—treated some 50 guests to a client appreciation luncheon at Amber Bistro in Danville. Special guest Brian Sussman, who is also an author and KSFO 560 host, read from his 2012 book, Eco-Tyranny: How the Left’s Green Agenda Will Dismantle America, and signed the copies Vitucci & Associates gifted to their guests. Also at the luncheon, Pat Vitucci spoke about his active allocation management strategy, an approach that keeps investments from stagnating. Events like this luncheon emphasize Vitucci & Associates’ dedication to their clients and their commitment to maintaining a close, active relationship with their investors.

About Vitucci & Associates
In addition to their Walnut Creek headquarters, Vitucci & Associates has 11 other offices in the greater Bay Area.

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 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 2005 book, but it is also the foundation of Vitucci & Associates. 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.

Security and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC and a Registered Investment Advisor. Vitucci & Associates and NPC are separate and unrelated companies. Asset allocation cannot ensure a profit or protect against a loss. 62086.

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Charlie Coane
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