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Press Release
March 18, 2011
Pat Vitucci, a Bay area independent financial advisor, and Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available through the KGO Radio website. 1 hour financial seminar available beginning noon 4/1/11 - 4/3/11.
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March 16, 2011
Tiburon Strategic Advisors will hold its twentieth Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, April 13-14, 2011 at the Ritz Carlton Hotel in New York City.
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March 9, 2011
If you are not careful whom you choose to mediate, and your children's emotions stemming from your divorce have already been affected negatively, you may do additional damage.
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Press Release
March 7, 2011
Metro Duda, JR., CFP , ChFC , CLTC, a long-time financial professional and vice president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) list for the state of New Jersey
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March 5, 2011
Consumers and professional financial advisors who are looking at practical tax and financial planning strategies for 2011 will need to begin crunching their numbers now in order to minimize their future tax liabilities for the next couple of years.
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March 4, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".
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March 4, 2011
Michael Kay, CFP, a long-time financial professional and president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the state of New Jersey.
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Press Release
February 27, 2011
Following the success of its first sold-out structured note, Lindner Select Manager Series 1, Lindner Capital Advisors (LCA) has announced its second offering in conjunction with Deutsche Bank.
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February 27, 2011
Financial professionals Dave Hubbard and John Brackett discuss what a Personal CFO is and how he or she can help investors achieve financial success. An interview on with Hubbard can be heard by visiting http://www.audioacrobat.com/play/WBFBgK6Li.
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February 17, 2011
Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.
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February 14, 2011
Gordon J. Bernhardt, CPA, PFS, CFP , AIF announces the release of his book Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area.
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February 11, 2011
Vitucci & Associates is a Bay Area Independent Advisory Firm founded by Pat Vitucci.
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February 4, 2011
Vitucci & Associates is a Bay Area independent financial advisory firm founded by Pat Vitucci.
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February 4, 2011
As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.
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January 19, 2011
Kendall Borchardt, a Regional Director with Lindner Capital Advisors (LCA) has been elected President of the Financial Planning Association of Georgia.
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January 8, 2011
Five excellent cases in favor of divorcing collaboratively after the age of 50: Privacy, Control, Decisions Don't Come From Emotion, Less Emotional Trauma to Children, Cost Effective.
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January 8, 2011
Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.
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December 22, 2010
These new tax law changes including a fix for AMT, a cut in the FICA tax and the extension of Bush era tax cuts may have a significant impact on consumers and professional financial advisors' end of year financial planning strategies.
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December 22, 2010
David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced speakers and general session details for the conference to be held in Weston, Fla. February 16-19.
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December 8, 2010
Jerry Sullivan, a 25-year member of the financial services industry and resident of Green Valley/Fairfield, has joined Vitucci & Associates of Walnut Creek as a registered representative and insurance specialist.
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