Walnut Creek, California (EastBayDaily) — Vitucci & Associates, a Bay Area Independent Financial Advisory firm headed by Pat Vitucci, has adopted a Fall theme: "Saving For College".
"This is now an important aspect of saving for both parents and grandparents," said Pat Vitucci, Vitucci & Associates CEO and President.
"We will stress this theme with videos and commentaries on our website, http://www.dontinvestandforget.com, as well as including the 'Saving For College' theme in our Fall seminars throughout the Bay Area. There is a delicate balance for people who are saving for retirement, saving for health care costs and saving for college. The cost of a college education these days has skyrocketed and it has become a major target for savings."
The 529 Plan is the best known plan for a college education for children. A 529 Plan is an educational savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. The Plan can also provide certain tax advantages.
Pat Vitucci provides financial advice for several radio and television stations and hosts his own 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”—is not only the title of his 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.
Securities and advisory services offered through National Planning Corporation (NPC), member FINRA/ SIPC and a Registered Investment Advisor. Pasquale Vitucci, CA Insurance Lic # 0758212, is an endorsed agent of Vitucci & Associates Insurance Services, CA Insurance Lic #0106319. Vitucci & Associates Insurance Services and NPC are separate and unrelated companies.