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
Estate & Giving
Family & Lifestyle
Topic
Education
Families & Individuals
Housing
Media
Article
Calculator
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Read
Business Ownership
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Read
Business Ownership
Load more
Load more