Broker Check


Part of our role as Financial Advisor to our clients is to continually offer opportunity to broaden your understanding of personal finance. It is for this reason that we offer our annual educational workshop series--each event featuring a "deep dive" on a particular financial issue. These are designed by our staff to be highly interactive. We encourage clients to attend, and to invite guests who may be interested in the subject matter.

Please RSVP clicking the links below; or by calling our office at (925) 370-3750 or (510) 526-2220.

Upcoming Events

July 13, 2023

6:30p - 9:45p

Century Theatres

Client Movie Night & Mid-Year Market Update

We invite our clients and their guests to join us for a night at the movies and a mid-year market update.  

Past Events

February 11, 2023

9:30a - 11:30a

The Garden (formerly Scott's Garden)

Financial Outlook 2023 & Secure Act 2.0

Join us for our first in-person client event of 2023. The event will feature two presentation sessions. A market outlook update from Christopher Lanzafame, Senior Vice President, Capital Group, as well as an overview of SECURE Act 2.0 and how it may impact your financial plan.

December 2, 2022

12:00p - 2:30p

Vitucci Integrated Planning

Office Open House & Toy Drive

We welcome you to come and enjoy some festive cheer with our team. We have partnered with Party In Kindness, a local non-profit, to collect toys, pajamas and gift cards for families in need at Bay Area Crisis Nursery. Friday, December 2nd from 12 - 2.30pm

June 16, 2022

6:30p - 9:00p

Century Theatres Downtown Walnut Creek

May 7, 2022

9:00a - 11:00a

Vitucci Integrated Planning

Event Registration