Rachel Vivian, CFP®

Senior Wealth Advisor

Designations and Licenses

Rachel is a CERTIFIED FINANCIAL PLANNER™ professional and holds a California insurance license.

Experience and Education

Rachel provides clients with personalized wealth management services. She designs and implements customized wealth plans with a focus on clients’ short-term and long-term goals.

Prior to joining Mariner, she was the director of financial planning for Edelman Financial Engines. She was responsible for asset management while focusing on each client’s unique financial plan. Prior to that, she was a financial consultant for Fidelity Investments and a financial consultant for AXA Equitable.

Rachel holds a bachelor’s degree in personal financial planning from Western Michigan University.

Personal Interests

Rachel enjoys spending time outdoors with her family, attending her son’s soccer and football games as well as family trips to watch football games at the University of Michigan. She is a member of the Step Up Women’s Network.

Rachel’s Offices

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