Osaic Recruits $254 Million Vitucci Integrated Planning

San Francisco Bay Area Advisor Jason Vitucci Exits Cetera For Osaic, Seeking ‘Superior Services, Technology And Resources’ To Boost Efficiencies And Client Experience

Chris Latham, Managing Editor, Wealth Solutions Report

Walnut Creek, California-based Vitucci Integrated Planning joined Osaic from Cetera Advisors, where the eight-person team led by Jason Vitucci managed $254 million in client assets. The team of tax, financial planning and client support professionals provides comprehensive wealth management services for pre-retirees, business owners and executives.

Vitucci has more than 25 years of industry experience. He began his career at Securities America, which is now part of Osaic, before working at Sun America Securities, AIG Financial Advisors and other firms. Vitucci spent 15 years at Cetera and its predecessor firms.

“With Osaic, we’re able to leverage superior services, technology and resources to create efficiencies and allow our staff the time they need to create an exceptional client experience,” said Vitucci, Co-Founder and Managing Director at Vitucci Integrated Planning.

Jason Vitucci
Jason Vitucci, Co-Founder and Managing Director, Vitucci Integrated Planning

In June, Advisor Group announced that it rebranded as Osaic and plans to unite its eight wealth management firms under the new name while also seeking to reduce operational complexity among the firms during the next 18 to 24 months.

The combined company aims to improve its ability to serve its financial professionals – by providing direct access to all of Osaic’s capabilities and expertise, and simplifying its business structure through a unified platform and support model – while keeping the relationships that financial professionals already have developed.

“Jason and his team chose Osaic to build upon their considerable success,” said Kristen Kimmell, Executive Vice President Business Development at Osaic. “As Osaic charts its course in a quickly evolving wealth management industry, we are seeing growing interest from advisors and practices across the independent space who want to be a part of the future we are building. It’s an exciting time at Osaic, and we are proud to partner with Vitucci Integrated Planning.”

Kristen Kimmell, Executive Vice President Business Development, Osaic

Osaic, a portfolio company of Reverence Capital Partners, supports more than 11,000 financial professionals who collectively manage over $500 billion in client assets across its network of independent advisors. The eight firms transitioning toward the new unified structure are American Portfolios, FSC Securities, Infinex Financial, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial.

The day before the Osaic rebrand, Advisor Group announced the affiliation of Cheboygan, Michigan-based Encore Financial Group. In recent months, the company also announced that four advisors from Securian Financial Services joined Capitol Financial Solutions, that former Dynasty Financial Partners Co-Founder and COO Edward C. Swenson joined to lead its hybrid and RIA channel strategies, and that it recruited New Brighton, Minnesota-based Delich Wealth Management and Westlake Village, California-based Silverberg Wealth Management.

“Osaic’s commitment to providing its advisors the flexibility and tools they need to grow their businesses prove they understand our business and fully support our expansion goals, as we look to further integrate wealth management and tax planning offerings,” Vitucci said.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com

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