Rachel Vivian | Edelman Financial Engines
 
Exit

I am Rachel Vivian,

CFP®

Director, Financial Planning

"I bring passion and experience to the office every day. I enjoy partnering with my clients to help them make smart financial choices now so that they can have the freedom to do what makes them happiest in the future. Away from work, I love staying healthy doing indoor cycling, Pilates and taking family bike rides along the beach."

Phone Number

888-PLAN-RIC

Address

21550 Oxnard Street

Suite 950

Woodland Hills, CA 91367

Location Details >

21515 Hawthorn Blvd

Suite 580

Torrance, CA 90503

Location Details >

Schedule an Appointment

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

About My Services

Services

Financial Planning

Investment Management

Retirement Planning


We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.

How We're Different

Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.

Ranked #1 in quality by Barron’s1.

Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.

We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.

My Qualifications

Years of Experience

I have 17 years of experience in the financial industry.

Certifications

Certified Financial Planner™

My Story

Interests and Hobbies

Recreation

Reading

Pilates

Fitness

Family

Fun Facts

Originally from Michigan, I'm a huge University of Michigan football fan and try to attend at least one game per year.

You Should Also Know About

Fees

We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.

Fiduciary Plus

When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Ready to Take the Next Step?