How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we help to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Don Willner
Don Willner, Alumni of the University of San Francisco, has been working in the financial services industry since 1982. He has extensive experience with Retirement Plans, College Funding, Life Insurance and Estate Planning Strategies....
Vivian Chu
Financial Adviser and Chief Executive Officer
Vivian Chu, Graduate of San Jose State with a degree in economics and finance. Originally a financial underwriter for Citibank, she migrated into the financial services industry in 1998. She is very knowledgeable in small group...
