A Guide to Professional Designations
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. Our clients can expect contact from us at least once per quarter, and we schedule regular monitoring meetings throughout the year.
The personalized program that we can provide is a roadmap to working toward a more secure financial future.
Take a look at our profiles below to learn more about our advisor's and staff professional experience.
Tax services are not endorsed by nor affiliated with First Allied Securities.
Jason Vitucci, CFP®, EA, CWS®
Financial Advisor & Managing Director
Monica Piccininno, CWS®, CDFA
Manager Financial Planning Operations & Associate Planner
Gene A. Schnabel
Associate Emeritus