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Sonia Vitucci

Sonia Vitucci

Client Relations & Managing Director

Sonia has had a diverse and exciting career that reflects her passion for planning and helping others. Starting in the travel industry, she assisted people in crafting memorable and unique travel experiences around the world. Transitioning to event planning, she specialized in organizing significant life events, including weddings, at a prestigious venue in London.

Upon moving to the San Francisco Bay Area in 2007, Sonia redirected her expertise towards retirement planning, collaborating with Jason to establish a client-focused experience tailored to individual needs. Her role encompasses planning client events and outreach, ensuring the quality of client service, and managing day-to-day operations within the practice.

Sonia cherishes spending time with her family. Weekends often find her cheering enthusiastically on the sidelines of her daughters' soccer games. Her love for travel persists, and she enjoys exploring new cultures and destinations with her family. While she may have adopted the San Francisco Giants as her local sports team, Sonia's Aussie spirit remains strong, with a deep-seated passion for Aussie Rules Football.