Financial Advisor, RJFS
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 20 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 planning and portfolio management. As a Retirement Income Certified Professional™, Accredited Asset Management Specialist™, 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.
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 José State University. That experience taught me valuable lessons about serving others, listening to my clients, and running a successful business.
I started my advising career in 1999 and worked at both Merrill Lynch and Edward Jones, where I refined my skills in financial planning, retirement planning, 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 financial professionals.
More About Me
As longtime residents of Gilroy, my wife Annette and I are dedicated to supporting our wonderful community. I am a board member with San Benito CASA and Gilroy Chamber of Commerce, as well as a charter member and President of the Gilroy After Hours Rotary club. In my downtime, I enjoy spending time with my adult children, traveling, wine tasting, attending auto shows, cheering for the 49ers, fishing, and running. Like many of my clients, I also now spend time caring for my aging parents. This experience has only reinforced how imperative it is to continually plan for the future.
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 on our Facebook feed.
I look forward to meeting with you and discussing how VIP can help you achieve your financial goals!
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.