Vivian Tang, Cfa, Cipm
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Vivian Tang, Cfa, Cipm Email & Phone Number

Senior Portfolio Analyst at Wealth Architects, LLC
Location: Mountain View, California, United States 2 work roles 1 school
1 work email found @wealtharchitects.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email v****@wealtharchitects.com
LinkedIn Profile matched
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Current company
Wealth Architects, LLC
Role
Senior Portfolio Analyst
Location
Mountain View, California, United States
Company size
30 employees

Who is Vivian Tang, Cfa, Cipm? Overview

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Quick answer

Vivian Tang, Cfa, Cipm is listed as Senior Portfolio Analyst at Wealth Architects, LLC, a with 30 employees, based in Mountain View, California, United States. AeroLeads shows a work email signal at wealtharchitects.com and a matched LinkedIn profile for Vivian Tang, Cfa, Cipm.

Vivian Tang, Cfa, Cipm previously worked as Portfolio Analyst at Wealth Architects, Llc. Vivian Tang, Cfa, Cipm holds Bachelor Of Arts (B.A.), Economics, International Relations, Graduated Magna Cum Laude from University Of Southern California.

Company email context

Email format at Wealth Architects, LLC

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{first}@wealtharchitects.com
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AeroLeads found 1 current-domain work email signal for Vivian Tang, Cfa, Cipm. Compare company email patterns before reaching out.

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Profile bio

About Vivian Tang, Cfa, Cipm

Vivian Tang, Cfa, Cipm is a Senior Portfolio Analyst at Wealth Architects, LLC.

Current workplace

Vivian Tang, Cfa, Cipm's current company

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Wealth Architects, LLC
Wealth Architects, Llc
Senior Portfolio Analyst
Mountain View, CA, US
Website
wealtharchitects.com
Employees
30
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Company profile
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2 roles

Vivian Tang, Cfa, Cipm work experience

A career timeline built from the work history available for this profile.

Portfolio Analyst

Current
Wealth Architects, Llc

Mountain View, Ca

Wealth Architects is a leading independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity. We also ask them the big questions about what they want from their lives. For us, it's about more than financial stability, it's about building wealthier lives.

Feb 2019 - Present
Team & coworkers

Colleagues at Wealth Architects, LLC

Other employees you can reach at wealtharchitects.com. View company contacts for 30 employees →

WB William Boscacci William Boscacci Colleague at Wealth Architects, LlcSan Francisco, California, United States View → IN Iris Nguyen Iris Nguyen Colleague at Wealth Architects, LlcMountain View, California, United States View → CT Charles Tran, Cfp® Charles Tran, Cfp® Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → TS Tyler Scott, Cfa, Cfp® Tyler Scott, Cfa, Cfp® Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → CM Chris Missirlian, Cfp® Chris Missirlian, Cfp® Colleague at Wealth Architects, LlcSan Jose, California, United States View → CH Clegg Hubbell Clegg Hubbell Colleague at Wealth Architects, LlcEncinitas, California, United States View → DS Destiny Serna Destiny Serna Colleague at Wealth Architects, LlcMountain View, California, United States View → PT Peter Trinh, Cfp® Peter Trinh, Cfp® Colleague at Wealth Architects, LlcSan Jose, California, United States View → AA Alex Anders Alex Anders Colleague at Wealth Architects, LlcSan Jose, California, United States View → JM Justin Mazzon, Cfa Justin Mazzon, Cfa Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View →
1 education record

Vivian Tang, Cfa, Cipm education

FAQ

Frequently asked questions about Vivian Tang, Cfa, Cipm

Quick answers generated from the profile data available on this page.

What company does Vivian Tang, Cfa, Cipm work for?

Vivian Tang, Cfa, Cipm works for Wealth Architects, LLC.

What is Vivian Tang, Cfa, Cipm's role at Wealth Architects, LLC?

Vivian Tang, Cfa, Cipm is listed as Senior Portfolio Analyst at Wealth Architects, LLC.

What is Vivian Tang, Cfa, Cipm's email address?

AeroLeads has found 1 work email signal at @wealtharchitects.com for Vivian Tang, Cfa, Cipm at Wealth Architects, LLC.

Where is Vivian Tang, Cfa, Cipm based?

Vivian Tang, Cfa, Cipm is based in Mountain View, California, United States while working with Wealth Architects, LLC.

What companies has Vivian Tang, Cfa, Cipm worked for?

Vivian Tang, Cfa, Cipm has worked for Wealth Architects, Llc.

Who are Vivian Tang, Cfa, Cipm's colleagues at Wealth Architects, LLC?

Vivian Tang, Cfa, Cipm's colleagues at Wealth Architects, LLC include William Boscacci, Iris Nguyen, Charles Tran, Cfp®, Tyler Scott, Cfa, Cfp®, and Chris Missirlian, Cfp®.

How can I contact Vivian Tang, Cfa, Cipm?

You can use AeroLeads to view verified contact signals for Vivian Tang, Cfa, Cipm at Wealth Architects, LLC, including work email, phone, and LinkedIn data when available.

What schools did Vivian Tang, Cfa, Cipm attend?

Vivian Tang, Cfa, Cipm holds Bachelor Of Arts (B.A.), Economics, International Relations, Graduated Magna Cum Laude from University Of Southern California.

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