While serving as the firm's Director of Annuity Services since 2008, Vi works closely with some of the most reputable companies in search of competitive investment vehicles that help position clients to reach and sustain a comfortable retirement. Executing and monitoring the various strategies are parts of the implementation process.
Vi received his B.A. in Finance from California State University, Fullerton with a concentration in personal financial planning. He holds series 7, 6, 63 and 65 securities registrations, as well as insurance (CA Insurance Lic.# 0E88834).
Vi also a registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment advisor. He enjoys a growing clientele in the Los Angeles areas, as as Orange County.