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®
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Podcasts
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…
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Podcasts
Student support: the 529 plan
July 19, 2021
Students heading to college find themselves fearful and lacking confidence in their preparedness to take on the real world due to Covid. Vivian Tsai, the…
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Podcasts
Financial tools for college planning
August 1, 2022
If you’ve got clients with kids about to go off to college this fall, you better share this week’s episode featuring Chair of the College…
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Podcasts
College costs on the rise
October 9, 2023
What people can do to work towards being better prepared for the costs of college The effects inflation and rising college costs have on young…
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