Vivian Meng, CFA®
Associate Wealth Advisor

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Vivian Meng is an Associate Wealth Advisor in the Beacon Pointe Campbell, California office, where she supports comprehensive financial planning and helps deliver a personalized wealth management experience. She works closely with Beacon Pointe’s investment and financial planning teams to develop and implement solutions aligned with each client’s unique goals. Prior to joining Beacon Pointe, Vivian served as Vice President of Corporate Treasury at Wells Fargo, where she developed deep expertise in financial analysis, risk management, and strategic planning. Her professional background provides a strong analytical foundation for her wealth advisory work. Vivian earned her MBA from Carnegie Mellon University and holds the Chartered Financial Analyst® (CFA®) designation. She grew up in Taiwan and is proficient in Mandarin Chinese. Outside of the office, Vivian enjoys reading, dancing, and giving back through volunteering in her local community.