Vivian is responsible for assisting you with your insurance and annuity needs. Vivian works as a liaison between you and the insurance companies. In addition to being licensed in insurance, Vivian is a registered assistant with LPL Financial and licensed to provide assistance with securities so she also handles many additional investment concerns that affect our clients. Vivian is also a California Notary Public and our clients may contact her to schedule an appointment for notary services at no fee.
California Insurance License # OL84883