With more than 20 years of experience in financial planning and investment management, Mark Vivian has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Mark understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Mark began his career in financial services in 1999 and previously spent 1 year with Merrill Lynch and 18 years with Edward Jones. Today, Mark is a CERTIFIED FINANCIAL PLANNER™ professional and provides comprehensive wealth planning through the use of equities, fixed income securities, managed money, and more.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Mark will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Mark endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Mark designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Mark puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
If you're wondering what to do regarding deferred compensation, retirement income that will last, strategic investments, concentrated positions, or any other challenges you're facing, give him a call. His objective is to serve you, whether you require personal advice or you're running a business. No matter what state you reside in now or in the future (or even if you are overseas) he will craft an innovative, thoughtful retirement and investment strategy in-line with your goals. He excels in complex scenarios.
A native of San Jose, California, Mark resides in Gilroy, California. He is a member of the Hollister Rotary Club, Board member of the Gilroy Chamber of Commerce and also a board member of CASA, San Benito County. Away from the office, Mark also enjoys spending time with his wife Annette, adult children, and of course shaggy dog Snoopy. He loves travel, wine tasting, attending automobile shows, supporting the 49ers through their ups and downs, fishing, and running.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.