A complete list of active advisors currently associated with Vibrance Wealth Management LLC

Warmer can help you find a great advisor at Vibrance Wealth Management LLC or one who fits your needs even better.

Vibrance Wealth Management LLC offers discretionary and non-discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. Its services explicitly include portfolio management for individual accounts, modular or comprehensive financial plans, and pension-plan consulting for qualified retirement plans. The firm’s investment process uses a mix of fundamental, technical, charting and cyclical analysis and may employ long- and short-term strategies, options, and sub‑advisors to implement portfolios. It provides ongoing account review and client consultations and can delegate investment authority to selected sub‑advisers as part of its service model. What distinguishes the firm relative to peers in this reporting category is the combination of ERISA 3(21)/3(38) pension-plan services with individual portfolio management and the use of both hourly and fixed fees for planning engagements — features that are statistically less common among similar firms. The firm also maintains an affiliated insurance business and regularly selects other advisers to manage client assets, and it does not serve as a private‑fund adviser, focusing its activities on individual and plan-level advisory work.

To learn more about the advisors currently working at Vibrance Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lindy Chan	Cupertino, CA	17

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