Walnut Creek, CA (PRWEB) October 11, 2014
Jonathan Jaffe has joined Vitucci & Associates, a Bay Area Independent Financial Advisory firm headed by Pat Vitucci.
The announcement was made recently by CEO Pat Vitucci.
"We are very pleased to have Jonathan join our team," said Vitucci. "He brings over 30 years of solid experience as a Retirement Planning Specialist and Financial Advisor, having worked at Morgan Stanley, Credit Suisse and, most recently, JP Morgan. As an Independent Financial Advisor, Jon creates financial plans and recommends products based on the client's needs and goals, not simply offering products sponsored by the big banks."
Jon has four children and lives in Danville and enjoys playing tennis.
Pat Vitucci provides financial advice for several radio and television stations and hosts his own 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 recent book, but reflects his approach to managing 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 as President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and was educated 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 Insurance Services and NPC are separate and unrelated. Asset allocation cannot ensure a profit or protect against a loss.