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                                                                     Financial Advisor & Managing Director
 
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 some of the industry leading experts in the country, to develop a proprietary process to deliver customized, tax-advantaged wealth strategies.  Gaining an understanding of a client's unique financial situation allows him to formulate customized plans that fit client goals.  Our ongoing monitoring procedure allows us to make sure the chosen strategy continues to serve clients as time moves on. 

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. He currently curates his own blog on personal finance and economic issues.

With a Liberal Arts background from Saint Mary's College, Jason has also earned a postgraduate diploma in Personal Financial Planning from UC Berkeley. He completed his business education at the University of London, earning a master's degree in International Business, and believes that his experience in London gives him a unique perspective of the global economy that shapes the world of finance. Jason now 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

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.

 

 

 

 

Lillian Lea, EA                                                                                                                           Tax Advisor

Lil has always worked with clients with a needs-based approach.  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.

Specialties Include:  Non-profit Entity Tax Preparation; Tax Planning for Individuals & Businesses.

 

Carlyn GaylordCarlyn Gaylord, EA                                                                  Tax Advisor

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 BassSusan Bass, EA                                                                        Tax Advisor

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

 

  

 

 

Randy RossoRandy Rosso, CPA                                                                 Tax Advisor

Randy is a lifelong Bay Area resident and a California Certified Public Accountant with twenty years of experience in a wide variety of tax arenas.  His philosophy includes year-round tax planning and related communication with clients to insure complete coverage of their present and future tax scenarios.  Randy holds a degree in Managerial Economics from the University of California-Davis and an MBA in Accounting and Tax from California State University-East Bay.  He has also been Treasurer for various entities and presently supervises referees for the local youth recreation soccer league. 

Specialties Include: High Net-Worth Individuals, Trust,  Partnership, Corporate, Non-Profit Entity Tax Return Preparation; Multi-State Taxation and IRS/FTB Representation.

 

Darlene Riley ScottDarlene Riley Scott                                                        Operations Assistant

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.