Vivian Villers
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I am a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Investment Fiduciary®, and the founder of Sage Planning. My goal and passion are to use my financial life experiences, both personally and professionally, to advise other women so that their path can, ideally, be smoother. I focus on working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity and focus about their money.
I believe I am uniquely suited to provide individualized counsel. I probably have been where you are, or worked with women who have similar situations. My clients are spread across the United States. Let’s talk.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.