A former student of Don’s, Vi joined Crane & Associates in 2008. He oversees the firm’s life insurance, annuity, and long-term care division among other client service-related areas. This includes research, placement, execution and monitoring of various risk management vehicles that assist clients in securing and sustaining a comfortable retirement.
Vi’s career in the financial planning industry started in 2005 as a financial advisor with Royal Alliance. As a graduate of Cal-State Fullerton, he received a Bachelor of Arts in Business Administration with a concentration in Finance. He holds the series 6, 7, 63 and 65 securities registrations and is licensed to offer annuity, life, long-term care, and disability insurance (CA insurance license # 0E88834).
Vi also offers securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment advisor. He enjoys working with a select group of clients to identify specific financial goals and create a roadmap to achieve them.