
Vivian Chen
Senior Advisor
Vivian Chen is a Senior Advisor at Soltis Investment Advisors, based in the Bellevue, Washington office. Fluent in Mandarin, Vivian currently serves a predominantly Asian clientele, providing tailored wealth management and investment advisory services.
She brings over 15 years of experience in investment advisory, having previously worked as a financial consultant with leading global firms including Franklin Templeton Investments, Allianz Investment Management, and Prudential Financial Investment Management in Taipei. Her background also includes four years in global banking as a Wealth Management Relationship Private Banker at Citibank in Taipei and UBS in Singapore, where she specialized in serving corporate and institutional clients with asset allocation strategies across onshore and offshore mutual funds.
Vivian holds a bachelor’s degree in Business Administration from Seattle University. Known for her deep industry expertise and client-centered approach, she is dedicated to building lasting relationships and delivering strategic investment solutions that align with her clients’ financial goals.