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Brendan H
Series 63, Series 65
Walnut Creek, CA
OSAIC
Brendan Hawes is a financial advisor at OSAIC based in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining OSAIC, he worked in various roles including positions at Delicato Family Wines and Columbia Distributing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.
Jason V
CFP®, Series 63, Series 66
Walnut Creek, CA
OSAIC
Jason Vitucci is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as a board member for the St. Isidore School Foundation, a nonprofit organization supporting tuition assistance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services and employs various asset allocation tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.
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