Vi works with a select group of clients to identify specific financial goals and create a roadmap to pursue them. He oversees the firm’s insurance division, which includes research, implementation and monitoring of various risk management strategies that assist clients in securing and sustaining a comfortable retirement.
Vi's career has been dedicated to helping individuals and families pursue their financial goals. He started in 2005 as a financial advisor with Royal Alliance. He joined Crane & Associates in 2008 after studying under Dr. Crane and earning a B.A. from California State University, Fullerton in Business Administration with a concentration in Finance.
Vi is a CERTIFIED FINANCIAL PLANNERTM with 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).