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+1 510-526-2220
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| 303 Arlington Ave, Berkeley, CA, 94707 | |
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0.3 miTrinity Av & Beloit Av
0.4 miKenyon Av & Trinity Ave
0.4 miPurdue Av & Beloit Av
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Specialties
Financial Planning, Wealth Management, Tax Planning, Investment Strategies
History
Established in 2008.
In 2008 Jason & Sonia Vitucci sat down together to establish what their ideal financial planning practice would look like. They had just completed yet another frustrating year in the industry – Jason having advised clients regarding complex planning decisions, but not quite able to implement a comprehensive plan due to the fragmented nature of the financial services industry.
The couple’s vision was to create a service that would integrate advice across the overlapping global puzzle of personal finance to put clients in a position to make confident financial decisions. With the help of our experienced team we have executed on the goal of integrated planning.
Our continued commitment is to work closely with clients to help them navigate life’s challenges. Our practice has developed a specialty in helping pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.
Meet the Business Owner
Jason V.
Business Owner
Jason Vitucci has been helping people in the area of personal finance for over 15 years. As an independent financial advisor, Jason has worked with industry leaders, developing a consistent process to deliver, customized, tax-advantaged wealth strategies. He has a comprehensive consultative approach to client-centered planning. Jason leads a team of tax & financial professionals working at his practice with over 50 years combined professional experience, and has over $ 65MM in assets under advisory. He has written and produced content for various media and been a guest on many radio programs since becoming securities licensed in 1997. You can read his weekly blog featured on this website.
An emerging leader in the area of financial planning, Jason has extensive experience in the independent world of the financial services industry, having served as director of operations for an advisory firm with over $ 300 million under management where he built the firm’s financial planning process. J
