Vitucci Integrated Planning is a family-owned, independent Registered Investment Adviser (RIA) firm based in California. Founded by Pat Vitucci, the company focuses on a holistic and integrated approach to financial well-being, providing clients with a "road map for their financial life." Their services encompass investment management, retirement planning, estate planning, tax strategies, and insurance analysis, all designed to work in concert to help clients achieve their long-term financial goals.

Founded in

United States