Walnut Creek, California (EastBayDaily) — Vitucci & Associates—an independent Bay Area financial advisor firm—recently announced that Kelly Bloat has been named Chief Operations Officer. The announcement was made by Pat Vitucci, President and CEO of Vitucci & Associates. "Kelly has been very instrumental in the growth of our company during the past two years, serving as my Executive Assistant", said Vitucci. "She will now take on additional responsibilities in the day to day operation of our company. She is well versed in all phases of financial planning."
About Vitucci & Associates Pat Vitucci provides financial advice for several radio and television stations and hosts an hour-long radio show called “Your Financial Life.” He conducts seminars on various financial topics 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”â¢—is not only the title of his book, but it is also the foundation of Vitucci & Associates. Additionally, it’s a reflection of how he manages his 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 being President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and studied at Monmouth University in New Jersey, where he earned a Bachelor of Science degree in Economics.
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. 62835
Vitucci & Associates