About the Vivid Team
At the Vivid Team, we pride ourselves on our comprehensive approach to financial planning, from the Bay to LA. Our office features in-house CPAs who work right down the hall from our financial and tax advisors, minimizing communication delays and optimizing your financial planning. We also maintain strong relationships with estate attorneys, so if anything happens, your family will have someone to call. Our goal is to be the last financial advisor your family needs, to and through retirement. We aim to uphold our reputation on the Central Coast of California with every handshake we make. Contact us today to experience the difference of comprehensive and personalized financial planning.
Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.
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Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.