Vivian has been involved in the education savings industry since 2007 and has worked with 529 industry leaders TIAA and BlackRock. Vivian began her career in financial services in the wealth management businesses of Morgan Stanley and Merrill Lynch, and has worked in San Francisco, Hong Kong, Taipei, Los Angeles and New York. Vivian is Chair of Board of the College Savings Foundation, and has been a Certified Investment Management Analyst and a Certified Private Wealth Advisor since 2007. She received her Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania. Vivian holds FINRA Series 7, 66, 24, 31, 51 registrations.
Featured on Real Wealth®
Must subscribe to premier service to listen. Sign Up
College planning during a pandemic – what’s different
November 2, 2020
The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…