Financial Services Department

At Vitucci & Associates we believe that investments are the keystone to a sound financial plan.  A comprensive financial plan will examine your entire financial life, including insurance, tax considerations, and estate planning. 

If you are like most people, your daily life is focused on your immediate needs and those of your family. Work and other day-to-day concerns take most of your time. However, at some point you may want to stop working. Perhaps you already have. 

 Our staff is here to answer questions you may have with regards to elements of your finances.

Monica Sullivan, CFP®, ChFC®

Monica leads the Financial Services Department for Vitucci & Associates.  She works closely with Pat Vitucci and clients to assist with clients’ financial planning needs. Monica believes in an integrated and comprehensive financial approach.  Whether you are just starting your career or close to retirement, a financial plan will provide direction for your financial life.

Monica has 8 years of experience in the financial planning field.  She has a Certificate in Personal Financial Planning from the University of California, Berkeley.  She is a Certified Financial Planner™ certificant and a Chartered Financial Consultant.

Jack Vale - Para planner

Jack has over 14 years experience in personal financial and investment planning.  He works closely with clients of Vitucci & Associates to assist them in setting and meeting their life goals.