Jason Vitucci, CFP®, EA, CWS®

Jason has dedicated more than 27 years to helping individuals and families navigate their personal finances. As an independent financial advisor, he has collaborated with industry leaders to develop a consistent process for delivering customized, tax-advantaged wealth strategies. He leads a team of seasoned tax and financial professionals, and oversees over $325 million in assets under advisory (as of August 1, 2025). Since earning his securities license in 1997, Jason has also shared his expertise through published content and numerous appearances on radio programs.

Jason’s career spans leadership and innovation within the independent financial services space. As director of operations for a previous advisory firm, he built out its financial planning process, establishing a strong foundation for comprehensive client service.

He is a graduate of Saint Mary’s College, holds a post-graduate diploma from UC Berkeley, and earned a master’s degree from the University of London. Jason is also a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.

Away from the office, Jason lives in the East Bay with his wife and business partner, Sonia, and their two young daughters. He enjoys golf, competing in short-distance triathlons, and exploring Bay Area trails. A passionate traveler, Jason now loves experiencing the world through the eyes of his children. He’s also an enthusiastic soccer dad, proudly cheering from the sidelines and even coaching his daughters’ teams at different times.

Specialties include: Retirement Income Distribution Planning; Tax-Sensitive Investment Strategies; Wealth Management for Small Business Owners