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

Jason Vitucci has been helping people in the area of personal finance for more than 10 years. As a financial advisor, Jason believes in building client investment portfolios that adapt to ever-changing global economic conditions. Gaining an understanding of a client's unique financial situation helps us to formulate a risk budget that fits your investment character. Jason also believes that client contact and service should be a top priority, and has built his client relationships around this maxim.

 Jason has served as Director of Operations for a financial advisory firm with over $300 million dollars under management. During his tenure at the firm, assets under management grew from $50 million to over $300 million. 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 many radio programs over the last 10 years.

With a Liberal Arts background from Saint Mary's College, Jason has also earned a postgraduate diploma in Personal Financial Planning from UC Berkeley. Jason completed his business education at the University of London, earning a master's degree in International Business. He believes that his experience of living and studying in London offered him both an opportunity and perspective of the global economy that shapes the world of investing. Jason now resides in the East Bay with his wife and business partner Sonia.

Lillian Lea                                                                                                                                     Enrolled Agent

Lillian built her tax practice around client needs. With over 30 years experience, she continues to be a trusted tax advisor to our loyal clients. Lil is known within the industry for her diligent work on very complex tax returns, always looking out for the best interests of our clients and striving to achieve the best possible results.

Sonia Vitucci                                                                              Client Relations Manager

Sonia's career has been centered around customer service. She personally caters to the individual needs of each of our clients. 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.

Jack Vale                                                                                  Paraplanner

Jack has over 14 years experience in personal financial and investment planning. He works closely with Jason to facilitate the planning and consulting process.  Jack gathers and organizes client data to assist  in analyzing financial goals through the proper management and monitoring of financial planning services.  Jack holds a PhD in Psychology from the University of California, Berkeley.

Carlyn Gaylord                                                                                   Enrolled Agent

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 firm 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.

Susan Bass                                                                              Enrolled Agent

Susan has worked with the firm 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.

Darlene Riley-Scott                                                        Operations Assistant

When you call our office, Darlene will often be your first point of contact. She is the friendly face behind the front counter to greet our clients in person and by telephone. If you wish to make an appointment to meet with any of our advisors, please call Darlene.