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Professionals you can trust

Vivian holds a Master's in Business Administration from the University of Massachusetts Lowell and a Bachelor Degree in Spanish from Wenzao Ursuline University of Languages in Taiwan, as well as a CFA Level 1 certification. 

Outside of work, Vivian has a passion for discovering new restaurants and trying out different cuisines.

Vivian collaborates closely with our team of wealth advisors to deliver comprehensive financial planning advice and strategic wealth management solutions.

Overview

Vivian Hsieh

Client Relationship Manager

Senior Wealth Planning Associate

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