We are very pleased to have Monica receive this award
Walnut Creek, CA (PRWEB) August 29, 2012
Vitucci & Associates—an independent Bay Area financial advisory firm—recently announced that Monica Sullivan was the recipient of the National Planning Corporation "Going The Extra Mile " (GEM) award for the third quarter for 2012.
"We are very pleased to have Monica receive this award" said Pat Vitucci, President and CEO of Vitucci & Associates. "She joined our company as Director of Financial Planning in 2008, handling everything from the coordination of branch office audits to reviewing correspondence and preparing financial plans."
Today Monica is the company's Manager of Investments and serves as a delegate for OSJ Manager Pat Vitucci for compliance- related concerns.
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. Vitucci & Associates has 15 offices in the greater Bay Area.
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*.
At Vitucci & Associates, clients are guided through a "Wealth Optimization" process to establish a written, comprehensive strategy for accomplishing their goals. This process involves a thorough review and analysis of their current situation, including dangers to avoid, opportunities to capture, and strengths to amplify. We then work with our clients to review assumptions, establish or adjust goals, evaluate opportunities for improvement, and lastly to help mitigate the risks that might negatively impact their planning and quality of life.
Vitucci & Associates makes every effort to provide advice and guidance on an ongoing basis by working through our "Ten Client Deliverables." The value to our clients is the help they receive in getting their "financial house " in order, enabling them to have the confidence that they've made prudent choices with their money and have the quality of life they desire.
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 insure a profit or protect against a loss. 65184