The practice has announced an expansion of its Integrated Services & the affiliation of the practice with Osaic Wealth. Integrated Services incorporates tax preparation & planning, & a new offering for guidance in preparing basic estate documents.
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.