I’m grateful to have learned at a young age what I wanted to do for my career – and to still love what I do after more than 23 years! I am truly passionate about helping people achieve the financial independence of a “work optional” lifestyle.
I am the Founding Partner and Principal of Vivian Investment Partners, an independent practice specializing in retirement income planning, tax strategies, and portfolio management. As a Retirement Income Certified Professional, Accredited Asset Management Specialist, Accredited Domestic Partnership Advisor, and CERTIFIED FINANCIAL PLANNER professional, I am proud to help families enjoy the financial confidence to pursue their dreams – whether that means a traditional retirement or a flexible “work optional” lifestyle.
Background
When I was just 17 and a senior in high school, I placed third in a statewide stock market competition – and knew that I was meant to help people in the field of investments and financial planning. I sold real estate with Century 21 to pay my way through college at San Jose State University. That experience taught me valuable skills about serving others, listening to my clients, and running a successful business.
I started my financial advising career in 1999 and worked at both Merrill Lynch and Edward Jones, where I refined my skills in financial planning, retirement advising, portfolio management, and risk assessment. I founded Vivian Investment Partners in 2018 and enjoy working closely with my wife Annette and our team of dedicated professionals.
More About Me
Former longtime residents of Gilroy and Northern California, my wife Annette and I recently moved our home and relocated our business to sunny Palm Springs. In my downtime, I enjoy spending time with my adult children, travelling, wine tasting, attending auto shows, cheering for the 49ers, fishing, and riding my bike. Do I dare say I am also a nerd at heart? I love watching Star Wars and Godzilla movies!
We truly are a family office – and a pet friendly office as well! Our Bearded Collie Snoopy is our Chief Stress manager and a popular fixture both in our office and our Facebook feed.
I look forward to meeting with you, in person or virtually, and discussing how VIP can help you achieve financial freedom!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James is not affiliated with the above organizations and/or charitable causes.
