“It’s wonderful to live and work in
the community where I grew up. As
a certifi ed fi nancial planner, I get to
work with families who want to secure
their fi nancial future and give back
to our community. As a Rotarian,
I’m part of an organization that gives
back in many ways from scholarships
for students to painting houses at a
mobile home park and international
service projects. We’re all working
to ensure a bright future of
South County.”
Mark Vivian
Certifi ed Financial Planner
Vivian Investment Partners
Mark Vivian has 20 years of experience in fi nancial
planning and investment management. It’s provided him
with the kind of knowledge base and perspective clients
look for when navigating the complexities of personal
wealth management in uncertain markets. During college
he studied to be an accountant and paid his way through
school by selling real estate. As a graduate, he began
questioning his career choice and found his internship
with a Big 8 accounting fi rm uninspiring. Mark worked
at IBM for fi ve years as an accountant/analyst before
becoming a fi nancial advisor with Merrill Lynch. Then
things began to fall in place. A year later he was recruited
by Edward Jones, where he spent the next 18 years of
his career as a fi nancial advisor as well as an investment
committee member, fi eld trainer and mentor. In 2018, he
launched his own fi rm, Vivian Investment Partners, joined
32
by his wife and business partner, Annette. As a Certifi ed
Financial Planner TM and an Accredited Asset Management
Specialist, Mark provides clients with comprehensive
wealth planning through the use of equities, fi xed income
securities, managed money, and other services, through
Raymond James. His long history of community service
includes: current board member of the Gilroy Chamber
of Commerce, current member and past President of the
Hollister Rotary Club, and former member and Board
President of the San Benito Chamber of Commerce.
Mark is a graduate of San Jose State University, where
he earned a BS degree in Business Administration with
a Concentration in Accounting. He and Annette live in
Gilroy and have two college-age children, Cory and Carly.
Along with winetasting, Mark enjoys traveling, car shows
and fi shing.