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Vitucci & Associates
Kelly Bloat's Company Details
Vitucci & Associates has been helping clients in the Greater Bay Area plan ahead to achieve their financial dreams for over three decades. Our goals-based approach fosters long-term relationships with each client and rests on an ongoing commitment to providing steady and trustworthy advice throughout your financial life.Our team comprises a group of enthusiastic and dedicated professionals. Many of our advisors have earned the CFP® (Certified Financial Planner™), ChFC® (Chartered Financial Consultant) and/or CLU® (Chartered Life Underwriter) designations, and our exceptionally knowledgeable and reliable support staff provide seamless and personalized service.Our responsibility is to help remove the mystery and alleviate the stress associated with financial planning and investing. Whether it's college planning for your children or retirement planning for yourself, navigating the options can be downright confusing: it's our mission to help you understand the options and find prudent ways to help make your dreams a reality.Ready to Take the Next Step Towards Your Financial Goals?Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services and United Planners are separate and unrelated companies.