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Jason Vitucci, CFP®, EA, CWS®

Jason Vitucci, CFP®, EA, CWS®

Financial Advisor & Managing Director

Jason Vitucci has been helping people in the area of personal finance for over 20 years. As an independent financial advisor, Jason has worked with industry leaders, developing a consistent process to deliver, customized, tax-advantaged wealth strategies. He has a comprehensive consultative approach to client-centered planning. Jason leads a team of tax & financial professionals working at his practice with over 50 years combined professional experience, and has over $200MM in assets under advisory. He has written and produced content for various media and been a guest on many radio programs since becoming securities licensed in 1997. You can read his weekly blog featured on this website.

An emerging leader in the area of financial planning, Jason has extensive experience in the independent world of the financial services industry, having served as director of operations for an advisory firm with over $300 million under management where he built the firm's financial planning process. Jason is a graduate of Saint Mary's College, has earned a post-graduate diploma from UC Berkeley, and a master's degree from University of London. He is a Certified Financial Planner™ professional, and an Enrolled Agent. Jason resides in the East Bay with his wife and business partner Sonia and their two daughters. He enjoys golf, running short distance triathlons, & spending time with his family.

Specialties include: Retirement Income Distribution Planning; Tax-Sensitive Investment Strategies; Wealth Management for Small Business Owners