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.