VIVIAN Chuan Sun is a Wealth Advisor with an illustrious career spanning nearly three decades. She is the Founder of the Prima Wealth Management team, bringing an exceptional wealth of experience, in-depth intellectual capital, and unmatched personal service dedicated to helping clients navigate their financial journey and accomplish their life goals.
Vivian is a Series 7, 63, and 65 licenses through LPL Financial and Life Insurance Advisor, who believes in the power of knowledge and dedication. Her strategic vision lies in creating custom financial plans that strive to align perfectly with her client's life goals.
Born out of a profound passion for financial planning, Vivian's client-centric approach is rooted in a comprehensive understanding of the unique interplay between family dynamics, liquidity needs, and philanthropic activities. This perspective allows her to deliver tailored advice and prudent counsel that considers all facets of her clients'; lives.
Her all-encompassing approach to financial planning ensures a transparency that illustrates the long-term view of her clients' financial health. The key to her success lies in her ability to listen, understand, and empathize with her clients' needs. Through deep and meaningful conversations, she successfully unravels the definition of risk from her client's perspective and identifies any gaps in their current strategy.
Vivian's holistic model goes beyond the confines of standard investment strategy, embracing a full balance sheet approach that aims to provide an in-depth overview of a client's financial health. She strives to bridge the gap between financial complexity and clarity. Vivian's philosophy and approach to financial planning leverages a deep-seated understanding of each client’s situation, goals, objectives, and risk tolerance. Vivian’s practice is agile –adapting to changes in her clients' lives and priorities over time, and comprehensive – spanning a broad array of investment products and services.
In a world where only about 13% of the workforce feels confident about retirement goals, Vivian Chuan Sun provides a beacon of control and clarity in financial navigation. Leveraging her vast experience and the collective cognitive resources of Prima Wealth Management, Vivian offers a suite of financial services aimed at wealth preservation and growth.
Vivian's extensive repertoire of services encompasses the following:
- Financial Planning
- Retirement Planning
- Asset Management
- Planning for Education Funding
- Alternative Investments
- Annuities
- Cash Management
- Exchange Traded Funds
- Life Insurance
- Long-Term Care Insurance
- Estate Planning Strategies and Professional Portfolio Management.
As a testament to her commitment to excellence, she proudly serves clients across multiple states, holding licenses in UT, MD, CA, NV, OH, TN, and TX.
Prior to her current position at Prima Wealth Management, Vivian was at Morgan Stanley from 2014, where she built an impeccable reputation for providing customized investment advice. In her highly illustrious career, she also worked at Citigroup and Wells Fargo, earning the coveted title of Vice President due to her exceptional performance in both companies.
Vivian's versatility extends to her linguistic abilities. As a polyglot, she effortlessly communicates in English, Chinese, and Japanese, including the Mandarin, Cantonese, and Taiwanese dialects.
To Vivian, empowering clients through comprehensive wealth management isn't just a professional commitment — it's a personal mission. That’s Vivian Chuan Sun; that’s Prima Wealth Management.