Newsroom
 The Latest News about the happenings, services, & personnel at out practice...
Press Releases
Financial Services Practice Dedicating
"Relay for Life" Campaign to Lillian Lea
-- 3/8/2011 -- Local East Bay Tax & Financial office is raising funds for the American Cancer Society's Relay for Life Campaign in honor of their colleague Lillian Lea, who lost her battle with cancer last year. 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 evalution 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
J. Vitucci Financial Services merges planning & tax services under one roof with acquisition -- 2/1/2009 -- J. Vitucci Financial Services merged their investment management practice with Lillian Lea’s tax preparation firm in Kensington in 2008. Download Release
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