Advisors & Staff
We have been working with individuals and businesses in the area for many years. Our staff has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to advise on a variety of investment  and other financial decisions. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. Our clients can expect contact from us at least once per quarter, and we schedule regular monitoring meetings throughout the year. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Take a look at our profiles below to learn more about our advisor's and staff professional experience.
 Jason Vitucci, CFP®, EA
Financial Advisor & Managing Director
Phone: 510-526-2220 ext 101
Jason Vitucci has been helping people in the area of personal finance for more than a decade. As a financial advisor, Jason has worked with industry leading experts, developing a proprietary process to deliver customized, tax-advantaged wealth strategies. He has a comprehensive consultative approach to client-centered planning.
As the former Director of Operations for a financial advisory firm with over $300 million dollars under management, Jason implemented the firm's financial planning process. Additionally, Jason has cultivated his own group of clients and forged strong relationships with them as their trusted financial advisor. He has also written and produced content for various media and been a guest on radio programs over the last 10 years. He currently curates his own blog on personal finance and economic issues.
With a Liberal Arts background from Saint Mary's College, Jason also completed a postgraduate diploma in Personal Financial Planning from UC Berkeley, and earned his Certified Financial Planner™ designation. He completed his business education at the University of London, earning a master's degree in International Business, & gaining significant exposure to international finance. He also holds advanced financial designations: Certified Wealth Strategist (wealth management) and Enrolled Agent (taxation). Jason resides in the East Bay with his wife and business partner Sonia. Specialties include: Retirement Income Distribution Planning; Tax-sensitive Investment Strategies; Wealth Management for Small Business Owners  Sonia Vitucci
Client Relations Manager
Phone: 510-526-2220 ext 108
Sonia's career has been centered around customer service. She personally caters to the individual needs of each of our clients along with managing the operations of the office. Sonia's previous experience includes client relations in financial services, as well as event management at a world-class venue in London. She is originally from Australia, and made the Bay Area her home in January 2007.
 Carlyn Gaylord, EA
Tax Advisor
Phone: (510) 526-2220 ext 107
Carlyn is a lifetime resident of the Bay Area and has been working in the tax industry for the past 18 years. She is in her fourth year with our practice and has much knowledge of the needs of our clients. Carlyn specializes in tax returns for individuals and sole proprietors. Carlyn is involved in her local community and has done work with the American Stroke Association as a mentor in the Train to End Stroke program.
Specialties Include: Personal Income Tax Return Preparation; Registered Domestic Partner Returns; Multi-year Tax Filing Catch-up
 Susan Bass, EA
Tax Advisor
Phone: (510) 526-2220 ext 109
Susan has worked with our practice for many years and is a trusted tax preparer for many of our clients. Susan has represented clients with any IRS issues and has developed a specialty in representation. Given her many years experience in the industry she is vast resource for clients. Susan is a long-time Berkeley resident. Specialties Include: Tax Planning & Strategy; Registered Domestic Partner Returns; IRS Representation  Darlene Riley Scott
Operations Manager
Phone: (510)-526-2220 ext 0
Email: darlene@jvituccifinancial.com
Darlene is our admin and often will be your first point of contact. She joined our practice in 2008. Her previous experience consists of working for a tax preparation and financial planning firm as an office manager dating back to 2000. Prior to that, she spent many years utilizing her clerical and clinical skills in the medical field. She volunteers with community organizations and is a native San Francisco Bay Area resident.
 Jerry Putman, CPA
Tax Advisor
Phone: (510) 526-2220 ext 104
With nearly 40 years experience as a Certified Public Accountant, Jerry is a trusted tax advisor and resource to our clients. Jerry works with many small business owners and busy executives to assist in overall tax planning throughout the year. In addition, Jerry and his staff at JCP Associates, support J. Vitucci Financial in providing bookkeeping and payroll as needed for a greater scope of integration of financial services.
Specialties Include: Tax Planning & Strategy; Complex Individual Tax Returns; Small Business Owners; Corporate
Tax Returns; Trust Tax Returns & Non-Profit Tax Preparation.  Chris Lepore, CTEC
Tax Advisor
Phone: (510) 526-2220 ext 104
Chris brings several years of accounting firm experience to our practice. Combined with his attention to detail and excellent client repoir, he has a way of making clients feel confident and at ease with their tax issues. Chris lives in the Bay Area with his wife and two children.
Specialties Include: Individual Income Tax Returns; Small Business Owners; Multi-year Tax Filing Catch-up Joyce Slater, EA
Tax Advisor
Phone: (510) 526-2220 ext 111
Joyce has many years of experience in the tax industry and has worked seasonally for our firm for over 4 years now. She is an excellent source of knowlege on many complex tax issues and is a valued member of our team. Joyce is a long time Bay Area resident.
Specialties Include: Personal income tax return preparation; Non-Profit Entity Tax Return Preparation; IRS/FTB Representation.
Krissa Schwartz
Operations Assistant Phone: (510) 526-2220 ext 103
Email: info@jvituccifinancial.com Krissa is new to our practice and will be assisting Darlene and Sonia with client services and administation. Krissa is a lifetime Bay Area resident and currently calls El Cerrito home. Lillian Lea
Sadly, Lil passed away at her home on Sunday, September 19th 2010. As many of our clients know, Lil had been battling cancer for a long while. The team in the office, industry colleagues and our clients will remember Lil fondly. With over 30 years in the tax industry, she was a trusted tax advisor to our loyal clients and her passion for her work was undeniable. She will be missed..... Our office staff participated in the American Cancer Society El Cerrity Relay For Life in memory of Lil. The relay took place on Saturday, July 23rd 2011 with a 24 hour walk. We appreciated everyone's support and donations in helping us raise over $2300. Tax services are not endorsed by nor affiliated with First Allied Securities.
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