Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Vivek Thoppay, CPWA® CIMA® CFP® CRPC®
Wealth Management Advisor
50 West San Fernando Street, 16th Floor
San Jose, CA 95113
(408) 283-3139, 1-800-933-5655 x3139
Vivek is a Wealth Management Advisor in the Global Wealth Management Division of Merrill Lynch in San Jose, CA. Vivek holds the Certified Private Wealth Advisor® (CPWA®) designation; the Certified Investment Management Advisor® designation: the CERTIFIED FINANCIAL PLANNER™(CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and the Chartered Retirement Planning CounselorSM (CRPC®) designation. He has been a financial advisor for over ten years with over 20 years of investment experience
Insisting on understanding the specific situations and goals of the clients he works with, Vivek endeavors to establish deep and valued relationships. He works with individuals, senior-level executives, business owners, corporations, endowments, and estates. Vivek provides clients with financial and investment strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; estate planning services and concentrated stock strategies.
|Vivek graduated from Santa Clara University, where he received his MBA degree in Finance. Prior to joining Merrill Lynch, Vivek worked at DuPont in finance and sales in the semiconductor division, technical marketing in the FREON® replacement group, and process engineering in the TEFLON® group. Vivek earned his Bachelor of Science degree in Chemical Engineering from the University of Virginia. Vivek is a Chartered Member of TiE Silicon Valley, an organization that helps young Silicon Valley entrepenuers start and build their businesses.
Vivek resides in Campbell, CA, with his wife, Mallika, and two sons, Saahil and Rishaan. Vivek was born in India and raised in the U.S. on the East Coast. Vivek has been in the San Francisco Bay Area for over twenty years.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Santa Clara University
University of Houston System
University of Virginia
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.