Vivian Segura

Vivian Segura

Associate Financial Planner

Vivian originally aspired to become an aerospace engineer after witnessing the retired Endeavor Space Shuttle fly over her middle school. However, her path shifted when she discovered a new passion for finance. A job at a credit union and an externship with the Financial Planning Association introduced her to the world of financial planning, a field she is now eager to pursue. 

Vivian’s job at Brio as a Client Service Specialist provides the ideal opportunity to learn the job from the ground up as she assists the advisors and associates with back-office and paperwork duties. She looks forward to working her way up and eventually focusing her talents on helping immigrants and underserved communities take charge of their money. 

 

EDUCATION & ACCREDITATIONS   

B.A, Finance, Humboldt State University 

 

LIFE PASSIONS 

Vivian enjoys hanging out with her friends, as well as her cat and two needy dogs. But she really loves spending time with her family, where their stories of what they endured to come to this country never cease to amaze her. 

She is also fond of getting outdoors, particularly if she’s sitting on a beach or overlooking any body of water and with a good book.