Our Firm

Vitucci & Associates offers it's clients a full range of financial services. We believe that retirement plans, pre-college funding plans, tax strategies, and estate conservation should be top priorities for individuals and families of all ages and income levels. 

Vitucci & Associates have a talented and reliable administrative staff who work closely with the financial advisors to ensure that we offer our valued clients personalized service.  We offer our clients quarterly reviews or phone consultations to answer any questions about portfolio performance and market conditions.

Client Services Team

Lance Steward
Ron Risheberger
Debra Silva
Pamela Hirschfeld
Phyllis Sprio
Sonia Vitucci
 

The team of trusted advisors are available to meet with clients in any of our Bay Area office locations including Walnut Creek, San Jose, San Francisco, Sacramento, Modesto and the greater Northern California area. The firm specializes in individual and company portfolio management, with an emphasis on retirement planning. Investments are managed utilizing an active asset allocation* approach continually redeploying his clients’ portfolios based on changing market conditions.
 
We have implemented firm minimum investment amounts in an effort to service all firm clients to the very high standards that we set for ourselves.  Any of the staff in our office are happy to answer questions relating to this.

Vitucci & Associates is the financial services firm that contributes timely financial information for radio and television stations, including:

CBS 5, KGO, KFAX, KNEW and others.

Pat also hosts a one hour radio show on radio stations in the Bay Area.

Many people regard their financial choices as complex and confusing and as a result, often miss out on potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately preserve their assets.  That is where Vitucci & Associates can help. "Our goal is to take the mystery out of investing, managing risks, preparing for retirement and children's college education funding.  By helping our clients acquire the information needed for pursuing their financial goals and objectives, we maintain long and trusting relationships."

 The Vitucci & Associates team

 

 

 

 

 

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.