CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Service Coordinator
Debbie is a client service coordinator in our Walnut Creek office. She has over 18 years' experience in the Financial Services industry and she holds her Series 6 FINRA securities license. She helps with client service requests and manages all office operations. She is often the friendly face who will greet you in our Walnut Creek office.
She is a lifetime Bay Area resident, and enjoys spending quality time with her 5 Grandchildren.
Gene Schnabel retired from our practice & the profession in 2022. Our entire team misses his professional expertise and kind heart in the day-to-day pace of our office.
Gene and Jason first were first introduced in 2010, and over conversations that spanned a few years decided that their approach to working with clients was common. From 2012, they worked together to provide education & solutions to our clients and for several community credit union relationships.
Gene's work in incorporating TRUE financial planning into his client discussions early in his career places him as a leader in the profession. His impact on our practice will continue to be felt in our financial planning service for years to come.
Gene has moved on to expanding his work in non-profit fundraising for Safe Harbor, a non-profit organization focused on providing housing for special needs adults.
*Gene Schnabel does not currently hold securities or advisory licenses, and is not affiliated with First Allied Securities/Cetera Financial Group.
Job Titles:
- Financial Advisor
- Managing Director
- Wealth Manager
Jason Vitucci named Five Star Wealth Manager -- 9/10/2012 -- The Five Star Wealth Manager award program has named Jason Vitucci as a recipient in the San Francisco East Bay Region. Recipients will be featured in a special section of the November issue of Diablo Magazine. Download Release
Jason Vitucci, CFP® earns Certified Wealth Strategist designation -- 1/4/2011 -- The Certified Wealth Strategist designation recognizes individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address client needs. Mr. Vitucci earned the designation through over a year's worth of study and coursework with Cannon Financial Institute. Download Release
J. Vitucci Financial Services launches Roth Conversion evaluation platform -- 2/18/2010 -- Our Roth Conversion Decision Assist Platform combines analytical planning tools, with a qualitative discovery process, and income tax return examination to provide people with an objective view of whether it makes sense to convert, and which conversion strategy may be right. Download Release
Job Titles:
- Client Service Coordinator
Justine is Client Service Coordinator at our practice, she brings a great energy and ehthusiasm to the role. She is responsible for completing client service requests, preparing paperwork, and updating client data across all systems. She has a background in financial services, starting her career at MetLife with continued experience at a local financial advisory practice.
Justine lives in the East Bay with her husband and son.
Job Titles:
- Certified Divorce Financial Analyst
- Certified Wealth Strategist
- Manager Financial Planning Operations & Associate Planner
Monica brings over 15 years experience in professional financial services to our practice. She has worked in client service roles for several major US financial institutions, and holds her Series 6, 63, & 65 securities registrations. Monica helps with client service requests, and works with our financial planning team. She has earned the Certified Wealth Strategist® designation from Cannon Financial Institute, and is a Certified Divorce Financial Analyst. Monica works with Jason Vitucci on all aspects of client planning & wealth management. She is originally from the mid-west and now resides in the Bay Area with her husband Anthony.
Monica Piccininno Earns Certified Wealth Strategist® Designation -- 6/15/2015 -- J. Vitucci Financial Services is pleased to announce that Monica Piccininno has recently earned the Certified Wealth Strategist® professional mark; and will move to the role of Associate Planner & Manager of Financial Planning Operations.
Job Titles:
- Tax Consultant
- Member of the
Paul has been a practicing CPA since 1985. He was born and raised in Washington State, and in 1983, he received his Bachelor of Arts in Business Administration from Washington State University, where he was also a member of the Delta Upsilon Fraternity. In 1990 Paul completed his Master of Science degree in Taxation at California State University Hayward.
Paul especially enjoys working with the small business client, providing assistance at all levels for their accounting and taxation needs. He works with our tax team on complex client situations and assists in completion and quality check for some client tax returns. Additional to his work with our practice, Paul has his own practice at Bratrude & Jones, CPAs, Inc.
Paul is a member of the AICPA and the California Society of Certified Public Accountants as well as the Pleasanton Chamber of Commerce.
Bob brings immeasurable experience to our tax team. He interacts with those clients who use our tax preparation service & consults with our planning team to help in the tax planning process.
Bob is a graduate of UC Berkeley, having earned a Bachelor of Science Degree in Business Administration. Prior to working in private accounting, he was in the finance section of General Electric Company & a manager with the emerging business staff of Deloitte & Touche.
Bob's primary experience is providing tax planning and preparation to businesses and individuals, and accounting and consulting services to small to mid-sized closely held companies. He has served business clients in hi-tech industries, automotive, software, construction, services, residential development, retail, health care, agriculture including vineyards, and professionals.
Job Titles:
- Client Relations & Managing Director
Sonia's planning career began in the travel industry, helping people design the details of once-in-a-lifetime travel journeys. Sonia then progressed to helping people plan the particulars of major life events, such as weddings. Her experience came via working in her home country of Australia, as well as at world-class venues in the United Kingdom. When she moved to the San Francisco Bay Area in 2007, Sonia applied her "focus on the details" to the financial services industry. Sonia oversees client service quality, and manages the day-to-day operations at the practice.