Viviana joined Wealth Legacy Group®, Inc. as our Case Manager/Administrative Assistant. She is responsible for building and maintaining strategic client relationships, risk assessment, and ensuring the team meets client service, quality and professional development standards. Working under the Chief Operating Officer, Viviana will be an advocate for both our insurance partners and clients. Working effectively and cooperatively with others in the Underwriting Department and across cross-functional teams to drive efficiency, innovation and help our clients reach their long-term goals, while assisting the WLG team with daily operational needs. Her exceptional organizational and quick-thinking skills allow her to fill the multiple positions and duties she is assigned.
Viviana was born and raised in our beautiful city of San Diego. She earned a bachelor’s degree in Clinical Psychology from the University of Phoenix.
In her free time, Viviana enjoys spending time with her family, traveling, and volunteer work. She has had the opportunity to give back in four Chinese cities (Beijing, Shanghai, Suzhou and Shenzhen), two African countries (Zambia and South Africa), Dubai City in the United Arab Emirates, and Tijuana, Mexico.
She also enjoys singing in her church praise team, attending concerts, and hanging out with friends.