Vi graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance and an emphasis in Personal Financial Planning.
Vi's career has been dedicated to helping individuals and families achieve their financial goals. Prior to joining Crane & Associates in 2008, he worked as a financial consultant with Royal Alliance Associates beginning in 2005. He currently serves as the firm's Director of Annuity Services, and works closely with some of the most reputable companies in retail financial services in search of competitive investment vehicles to help position clients to reach and sustain a comfortable retirement. As part of the implementation process, he helps execute and monitor the various strategies recommended.
Vi is a licensed registered representative and a life, disability and variable annuity insurance agent (CA Insurance Lic.# 0E88834). He enjoys a growing clientele in the Pasadena area, as well as Orange County.