Vitucci Pat, based in Walnut Creek, CA, is a leading financial services firm with over 35 years of experience in empowering small business owners with the keys to financial success. Their team of financial professionals offers proactive and collaborative financial advice through weekly radio shows, podcasts, education programs, virtual events, and live seminars, catering to a wide audience across North and South America.
Driven by Proxy Financial, Vitucci Pat's message of goals-based financial planning is delivered through active and interactive education, aimed at instilling confidence and knowledge in individuals seeking great financial information. With a focus on plan and invest for a lifetime, their dedication to providing useful and enjoyable financial content ensures that clients do not invest and forget, but rather actively engage in their financial future.
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