Viviana has over 10 years of experience in the financial services industry and holds her Series 7, 66, and California Life and Health Insurance Licenses. She brings a unique level of sales leadership experience to her role as Vice President of Relationship Management, from both Retail Banking and Wealth Management Divisions. She was responsible for managing client relationships, with a primary focus on holistic financial planning and advice. Viviana earned her Bachelor’s degree in Business Administration with a concentration in Finance after attending the University of Miami and Cal State University, San Bernardino. Due to her drive to expand her expertise and have a deeper impact on her teams’ success, she is currently working towards obtaining her Personal Financial Planning Certificate from UCLA.
Her main focus at PFG is to work closely with Credit Union Executives throughout the Pacific Northwest and California, along with her teams of highly motivated and trusted Financial Advisors and Sales Assistants, to provide quality advice to all of the members in the communities they serve.
Viviana proudly serves our country as a Petty Officer in the United States Navy Reserves based out of San Diego, CA. She enjoys spending time with her friends and family exploring all the great things San Diego has to offer, as well as giving back to military families by volunteering her time with the USO.