Vivek has been an Investment Advisor and Financial Planner with Gwynedd Wealth Partners, LLC, for over six years. As a Registered Investment Advisor Representative, he helps Individual and Institutional clients meet their financial objectives.

Vivek takes a behavioral approach to financial planning and employs investment—and insurance-based strategies to achieve client objectives of tax efficiency, cost efficiency, income, liquidity, and legacy.

As a CFA charterholder, Vivek holds the highest credentials in the global investment management industry and is committed to Putting Investors First. As a CERTIFIED FINANCIAL PLANNING (TM) Professional, he helps you Plan With Confidence. He also holds CIPM® designation and maintains® the series 65 and Life & Health Insurance license.