Financial Advisor Pat Vitucci Offers Suggestions To Those Who Recently Received Quarterly Retirement Statements

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Pat Vitucci, a Bay Area Independent Financial Advisor, has offered suggestions to people who have recently received their retirement investment statements, such as a 401K.

Pat Vitucci, a Bay Area Independent Financial Advisor, has offered suggestions to people who have recently received their retirement investment statements, such as a 401K. "For those who have recently received statements about their 401K or similar retirement investment accounts, I am suggesting that you ask yourself these three questions," said Vitucci.

"Have you determined your retirement income needs?
Do you have an investment plan that will work for you?
Do you have enough in the pipeline to carry you through retirement, which could last more than 20 or 30 years?"

Vitucci & Associates is also offering a no cost, no obligation opportunity to review anyone's financial plans and strategies. "I or one of my associates at Vitucci & Associates can meet at any of our 16 Bay Area offices and help determine the effectiveness of your retirement plan," said Vitucci.

Pat Vitucci and Vitucci & Associates also offer financial seminar workshops on a no cost, no obligation basis and they are open to the public at various locations throughout the greater Bay Area during the year. To find out about any of our locations and dates for any of our seminars or other events, visit the web site at

These seminars will also cover asset management aimed at planning for retirement and ways to help maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be included during the 1 1/2 hour presentation.

Pat Vitucci also hosts "YOUR FINANCIAL LIFE" , an hour long radio program heard throughout the Bay Area on Saturdays, 8-9am on KKSF Talk 910 in San Francisco, KSRO 1350AM in Santa Rosa and KDOW 1220AM in Fremont. The program is also heard on every Sunday at 7am on 960AM, The Patriot and Mondays at 6PM on KDOW.

Check other helpful financial articles:

What Is A Financial Advisor?
Ten Considerations In Financial Planning For Retirement
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Estate Planning
College Savings
Tax Strategies
Insurance Planning

About Pat Vitucci
Independent financial advisor Pat Vitucci has provided financial advice for several radio and television stations in Sacramento and the San Francisco Bay Area for over 15 years. He also conducts seminars with well known media personalities. Pat has also 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 and NPC are separate and unrelated companies. Asset allocation cannot ensure a profit or protect against a loss.


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Charlie Coane
Don't Invest and Forget
since: 04/2012
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