Vitucci Integrated Planning is pleased to announce that Monica Piccininno has earned the Certified Divorce Financial Analyst® professional designation. A CDFATM is trained to provide financial advice on divorce cases and to educate clients on the financial implications of different divorce settlement proposals. The CDFATM designation is sponsored by the Institute for Divorce Financial Analysis.
The practice has has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. Approximately 250 advisors were recognized across the country, from a variety of different financial services practice types.
The practice has announced it will open new offices in the Contra Costa Centre area of Walnut Creek featuring collaborative conference spaces equipped with upgraded technology designed for more interactive client planning reviews.
Vitucci Integrated Planning & Bay Area Retirement Solutions have announced a definitive merger agreement, combining their expertise to create a complete financial planning service that includes comprehensive financial advice, investment management, & tax considerations. The combined organization will operate under the Vitucci Integrated Planning brand, and oversee more than $150 million in client assets.
Vitucci Integrated Planning has announced an online financial planning experience to enhance services for clients, their friends, and adult family members. The platform is a 90-minute online guided planning experience in which participants will build the foundation of their own personalized plan for retirement and other goals.
J. Vitucci Financial Services is pleased to announce that Monica Piccininno has recently earned the Certified Wealth Strategist® professional mark; and will move to the role of Associate Planner & Manager of Financial Planning Operations.
Enhancement to the practice's financial planning service aimed at clarifying Social Security benefit claiming confusion.
Two of San Francisco Bay Area's premier financial planning teams announce joint workshop series, planning platform, and more.
The Five Star Wealth Manager award program has named Jason Vitucci as a recipient in the San Francisco East Bay Region. Recipients will be featured in a special section of the November issue of Diablo Magazine.
Local East Bay Tax & Financial office is raising funds for the American Cancer Society's Relay for Life Campaign in honor of their colleague Lillian Lea, who lost her battle with cancer last year.
The Certified Wealth Strategist designation recognizes individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address client needs. Mr. Vitucci earned the designation through over a year's worth of study and coursework with Cannon Financial Institute.
Our Roth Conversion Decision Assist Platform combines analytical planning tools, with a qualitative discovery process, and income tax return examination to provide people with an objective view of whether it makes sense to convert, and which conversion strategy may be right.
J. Vitucci Financial Services merged their investment management practice with Lillian Lea’s tax preparation firm in Kensington in 2008.