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Our Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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....

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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...

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Sandra Aranda

Client Services Manager

Fluent in Spanish.
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Willner & Associates also retains services with a team of attorneys and accountants to further assist their clients.