Skip to content
facebook
linkedin
envelope
Menu
Home
About Us
About Us
Mark Vivian
Annette Vivian
Samantha Straub
Obi The Office Dog
Our Partners
Why Work With a CFP®
Why Work with an RICP®
About Raymond James
Our Services
Our Services
Financial Planning
Longevity Planning
Retirement Planning
Risk Management
FAQs
VIP Process - What We Do
Our Clients
Our Clients
Business Owners
Pre-Retirees
Retirees
Blog
Resources
Resources
Commentary & Insights
Client Access Videos
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Vivian Investment Partners
1276 North Palm Canyon Drive
Suite 206
Palm Springs, CA 92262
T: 408.713.2020
F: 833.224.1504
Map and Directions
Map and Directions
Vivian Investment Partners
7471 Monterey Street
Gilroy, CA 95020
T: 408.713.2020
F: 833.224.1504
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Education
Goal Planning
Housing
Women
Media
Article
Audio
Calculator
Infographic
Newsletter
Video
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Read
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Read
Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
Read
Markets & Investing
Be prepared for emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
Read
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Read
Family & Lifestyle
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Read
Technology & Innovation
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...
Read
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
Read
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
Read
Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
Read
Retirement & Longevity
Load more
Load more
