Eatan Vijan comes with over 18 years of experience in financial services with firms such as Citigroup, Merrill Lynch, TD Ameritrade and Securities America. She is committed to helping individuals, families, and companies meet their financial goals by providing customized portfolio solutions through comprehensive financial and retirement planning.
She graduated with a B.S. in Biological Sciences from the University of Delhi, India. She is a licensed registered representative holding the FINRA Series 6,7,63, 66 licenses. She also holds a Life and Health Insurance License from the California Department of Insurance.
Eatan’s goal is to help you make informed investment decisions by offering prudent wealth management advice and retirement income solutions.
Outside of work, she loves travel and trying new cuisines with her husband and two beautiful daughters.