Broker Check

Join an Online Meeting

We believe the successful foundation to financial planning relationships is periodic communication. It is for this reason we are diligent about setting regular review meetings. Please find convenient links below to online meeting rooms for our staff.

To join a live Webinar, go to our WEBINARS section HERE to register--then follow the link sent to your registration email.


Jason's Zoom Link

Jason's Zoom Link

Please use this link for your scheduled online meeting with Jason Vitucci. You will be immediately joined to the "waiting room." Should you have trouble connecting, please contact our office at (925) 370-3750 and press 0.

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Monica's Zoom Link

Monica's Zoom Link

Use this link for your online meeting with Monica Piccininno. You will be immediately joined to the "waiting room."  Should you have trouble connecting, please contact our office at (925) 370-3750 and press 0.

JOIN NOW