We like to meet with all clients on a regular basis, and having financial planning offices throughout the Bay Area, now including the Monterey Bay Area, makes it very easy to do that.
Monterey, CA (PRWEB) August 08, 2012
Vitucci & Associates—an independent Bay Area financial advisor firm—recently announced the expansion of their offices into the Monterey Bay Area. They now have offices in Scotts Valley near Santa Cruz and in Seaside near Monterey and Carmel. Vitucci & Associates now has offices at 15 locations in the Greater Bay Area of Northern California. The headquarters office remains in Walnut Creek. “We like to meet with all clients on a regular basis, and having financial planning offices throughout the Bay Area, now including the Monterey Bay Area, makes it very easy to do that," said President and CEO Pat Vitucci.
In addition to the offices previously mentioned, Vitucci & Associates also has offices in Santa Rosa, Marin-Larkspur, San Rafael, San Francisco, San Mateo, San Bruno, Cupertino, Pleasanton, San Jose, Fairfield, Sacramento, and Sonoma.
About Vitucci & Associates
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 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. 64676