WALNUT CREEK, CA, December 08, 2010 (Press-News.org) 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.
"We are pleased Jerry has agreed to join us and fortunate to have him helping our clients with their financial planning and insurance needs," said Pat Vitucci, a Bay Area Financial Advisor and founder of Vitucci & Associates.
Jerry has been involved with many civic and fraternal organizations including Rotary International of Vacaville, California Chapter of the Leukemia Society of America, Small Business Council of America, National Association of Life Underwriters and the Fraternal Order of Odd Fellows. He currently serves on the board of directors of Green Valley Country Club. Jerry was graduated from the University of California at Berkeley, earning a Bachelor of Arts degree in Political Science. He is married with two children.
ABOUT PAT VITUCCI AND VITUCCI & ASSOCIATES
Pat Vitucci is the founder and president of Vitucci & Associates, a Walnut Creek based financial advisor firm with 11 VitucciFinancial offices throughout the Bay Area. Pat Vitucci provides family financial counseling in the Bay area, hosts the radio show "Your Financial Life," and recently wrote the book "Don't Invest and Forget." Pat, whose given name is Pasquale, has been an active leader in the financial services industry for more than 30 years. As a Registered Principal for National Planning Corporation, Pat's company, Vitucci & Associates, has Bay Area financial advisor offices in Walnut Creek, San Francisco, San Jose, San Mateo, Cupertino, Seaside (Monterey), Santa Rosa, Sonoma, Fairfield, Sacramento and Larkspur (Marin).
Pat Vitucci was recently named as one of America's Top 100 Independent Broker/Dealer Advisors by Registered Rep magazine. The top 100 list is ranked by advisors' assets under management, based on his level of assets under management in relation to other advisors that were evaluated nationwide. Pat's philosophy "Don't Invest and Forget" reflects his approach to managing investments. An active asset allocations approach of continually evaluating and redeploying clients' portfolios based upon changing market conditions and it is the title of his recent book, "Don't Invest & Forget."
*Active asset allocation does not ensure a profit or protect against a loss. Securities and advisory services offered through NPC, member FINRA and SIPC, a registered investment advisor. Vitucci & Associates and NPC are separate and unrelated companies.
San Francisco Bay Area financial advisor and radio personality Pat Vitucci founded Vitucci & Associates more than 16 years ago. For more information, please contact us at (925) 472-8300 or visit us at www.vituccifinancial.com.
Jerry Sullivan Joins Bay Area Financial Advisor Firm Vitucci & Associates
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.
2010-12-08
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[Press-News.org] Jerry Sullivan Joins Bay Area Financial Advisor Firm Vitucci & AssociatesJerry 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.