Certified Advisors & Staff
Our staff has extensive personal and professional experience to help in advising around the integration of financial services, and we have been working with individuals & businesses in the area for many years.
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 Osaic Wealth.
Jason Vitucci, CFP®, EA, CWS®
Financial Advisor & Managing Director
(925) 370-3750 ext 101
Client Relations & Managing Director
(510) 526-2220 ext 108
Manager Financial Planning Operations & Planning Associate
(925) 370-3750 ext 105
Client Service Coordinator
(925) 370-3750 ext. 104
(925) 370-3750 ext 109
(925) 370-3750 ext 102
Efrain Moreno, EA
(925) 370-3750 ext 106