About Pat

Pat Vitucci has been an active leader in the financial services industry for more than 30 years.  He services his clients as a family financial counselor, forging a strong and supportive relationship and building trust with his clients.

As a registered principal for AIG Financial Advisors, Pat has offices throughout the greater Bay Area in Walnut Creek, San Francisco, San Jose, Sacramento and Modesto.

He specializes in individual and company portfolio management with an emphasis on retirement planning.

Pat’s philosophy “Don’t Invest and Forget”™ is not only the title of his recently authored book, but it reflects his approach to managing investments.  An active asset allocation approach of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.

As of the end of 2007, he leads the nation as the #1 producing office with AIG Financial Advisors.

Pat has served in various capacities in his corporate life including President of a $100 million dollar subsidiary of a major financial institution.  He established his own financial advisory firm in the Bay Area 15 years ago, with the aim of helping clients keep an active watch over their investments and providing dedicated service.  He works with a qualified team of professional associates in the office.

Pat is a long time resident of the Bay Area.  His son Jason is also a member of the firm.  Pat and his family are very active in their church and in many community service organizations.  Pat is on the California Symphony Board of Directors to help bring music to the local community, a cause close to his heart.

AIG Financial Advisors, Inc. is a member of FINRA and SIPC.