Vitucci & Associates Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Vitucci & Associates operates in the financial services sector, providing planning and advisory support to clients in the Greater Bay Area. Based in Walnut Creek, California, the firm has served clients for more than thirty years. Its approach centers on goals-based planning, aiming to build long-term, trust-based relationships and offer steady guidance through various life stages. The team comprises professionals who hold credentials such as CFP, ChFC, and CLU, supported by staff delivering personalized service as clients navigate college funding and retirement planning. Securities and advisory services are offered through United Planners Financial Services, and Vitucci & Associates Insurance Services operates with its own California insurance license; the two entities are separate.

Find Vitucci & Associates employees' phone numbers or email addresses

Vitucci & Associates Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Vitucci & Associates's Leadership

  • Stylized image of a person
    S. J.
    Owner
    Phone icon
  • Stylized image of a person
    L. G.
    Phone icon
  • Stylized image of a person
    W. P.
    Phone icon

Vitucci & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Vitucci & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. J.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    L. G.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    W. P.
    Phone icon
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is Vitucci & Associates known for?

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Vitucci & Associates operates in the Financial Services industry. The company's main headquarters is located in 877 Ygnacio Valley Road Suite 220 Walnut Creek, California 94596 United States; you can contact the main corporate office by phone at . Explore Vitucci & Associates's company overview page for more information.

What is Vitucci & Associates's most common email format?

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Vitucci & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vitucci & Associates email formats with LeadIQ.

How many employees does Vitucci & Associates have currently?

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Vitucci & Associates has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Vitucci & Associates's key employees and leadership?

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As of May 2026, Vitucci & Associates's key employees include:

  • Owner: S. J.
  • : L. G.
  • : W. P.

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