Please call us at 888.962.8947

About Us

About Us

Vivien T. Adao is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes in assisting clients with selecting the right financial 

and insurance products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Vivien works with families and retirees to put a plan in action that will ensure that their nest eggs are protected and that they have guaranteed income that they will never outlive by implementing unique and proven solutions and strategies, such as creating their own private family bank. A Certified Infnite Banking Concept Practitioner and Retirement Income Planning Specialist.

With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure, but also growing.

Vivien says, “It is our desire to establish trust and build long-lasting relationships with our clients. I am committed to excellence in finding solutions to my clients’ financial problems and goals.

Vivien’s mission is to teach people how money works. What you know today will determine where you will be five to ten years from now. KNOWLEDGE is something you learn. WISDOM is the ability to apply that knowledge to your everyday life .

Qualified Infinite banking Concepts Authorized Practitioner have been through a training & testing process to ensure they can fully help you achieve your financial goals. It’s important to use a trained Infinite banking Concepts Authorized Practitioner because if done incorrectly, you could lose out on some of the most important benefits of your plan.

From asset accumulation to asset conservation and protection, Vivien offers comprehensive solutions that can assist you with every element of your financial

plan. There is never an upfront fee to utilize her services.

She appreciates the opportunity to assist you in these vitally important aspects of financial planning and to help facilitate a better future for you and your family.

When she’s not working she loves to read, and spend time with her family.

Contact us Today for a Free Consultation!

Call 888.962.8947 Today

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Los Angeles, CA

Long Beach, CA

Santa Clarita, CA

Pasadena, CA

Burbank, CA

Sherman Oaks, CA

Mon - Fri: 9:00am to 5:00pm
Saturday: 9:00am to 12:00pm

© 2017 Insight Asset Advisory Group All Rights Reserved.

Los Angeles, CA

Long Beach, CA

Santa Clarita, CA

Pasadena, CA

Burbank, CA

Sherman Oaks, CA

© 2017 Insight Asset Advisory Group All Rights Reserved.