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About Vivek
Vivek - Your Collaborator in Building Wealth
Vivek has worked as an Investment Advisor and a Financial Planner for over ten years with Gwynedd Wealth Partners, LLC. As a Registered Investment Advisor Representative, he helps Individual and Institutional clients to meet their financial objectives.
Vivek uses 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 level of credentials in the global investment management industry 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.
Vivek - the Scientist
After receiving my PhD in Molecular Biophysics in 1996, I worked as a scientist till 2007. Click here to check out my peer reviewed scientific publications.
Vivek - the Financial Advisor
I joined the financial industry in 2013 and received CFA charter in 2017. I became a CFP Certified Financial Planner in 2020.
