WALNUT CREEK, CA, March 18, 2011 (Press-News.org) Pat Vitucci, a Bay area independent financial advisor, and KGO Radio host Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available to the public through the KGO Radio website. The 1 hour financial seminar covering numerous financial topics from retirement planning and asset allocation strategies to estate planning and tax strategies, will be available beginning Friday, April 1st at noon through Sunday, April 3rd. Anyone can view the event on their own time starting on the KGO Radio home page.
"Len and I have done financial seminars together for several years in various Bay Area locations and this gives interested persons a chance to participate if they have been unable to attend any of the seminars," Vitucci said. "My specialty is planning for retirement and Len is an estate planning attorney. Those two things complement each other very well."
Pat Vitucci was also recently named NPC's (National Planning Corporation) #1 producing financial advisor in 2010*. National Planning Corporation is part of one of the nation's largest broker dealer networks and has over 1600 financial representatives throughout the United States.
He is the President/CEO for Vitucci & Associates, headquartered in Walnut Creek, CA...with 10 other offices in the Greater San Francisco Bay Area.
In addition launching this "virtual seminar" with Len Tillem*, Pat Vitucci also provides financial advice for several radio and television stations and hosts his own hour-long radio show called "Your Financial Life" on several Bay Area radio stations He conducts other seminars on various financial topics such as retirement planning, college funding, active asset management, risk management, estate planning, cash management and tax strategies throughout the Bay Area, sometimes in conjunction with other industry professionals, and has lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.
Pat's mantra--"Don't Invest And Forget"--is not only the title of his recent book, but reflects his approach to managing investments with an active asset allocation method of continually evaluating and redeploying clients' portfolios based upon changing market conditions.
Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including as President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and was educated at, Monmouth University in New Jersey where he earned a Bachelor of Science Degree in Economics.
*Ranking based on individual production for 2010 and is not a reflection of investment performances or future success. Security and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC and a registered investment advisor. Vitucci & Associates and NPC are separate and unrelated companies.
*Not affiliated with NPC
San Francisco Bay Area Independent Financial Advisor and Radio Personality Pat Vitucci founded Vitucci & Associates more than 16 years ago. For more information, please contact us at (800) 472-8305 or visit us at www.dontinvestandforget.com.
Pat Vitucci and KGO's Len Tillem* Featured in "Virtual Seminar"
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.
2011-03-18
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[Press-News.org] Pat Vitucci and KGO's Len Tillem* Featured in "Virtual Seminar"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.