Overview
Vivian collaborates closely with our team of wealth advisors to deliver comprehensive financial planning advice and strategic wealth management solutions.
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.
Professionals you can trust
Speak with a member of our Advisory Team to discuss your situation and learn how we can help.
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