About Our Practice

At J. Vitucci Financial Services, Inc., we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your goals.

Founded by husband and wife team Jason and Sonia Vitucci, J. Vitucci Financial Services is a boutique financial planning firm specializing in fee-based investment management, sound tax advice, and developing individualized strategies.

Jason and Sonia are East Bay residents. Jason has been in the financial services business for over 10 years. He has served as Director of Operations for a financial advisory firm with over $300 million dollars under management. Jason has appeared on various radio programs discussing both financial planning ideas, as well as the interdependence of the global economy. Jason and Sonia have been working together to provide quality service to their clientele. Our services range from investment management to financial planning and consulting, and now, with the merging of Lea Tax Planning and Preparation, we can provide a truly holistic approach to financial services through tax planning and preparation.

Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.  J.Vitucci Financial Services, Inc. operates independently of First Allied Securities.