Wendy Viavattene

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Wendy Viavattene

Managing Partner

Wendy has been an unwavering force in driving excellence and innovation in the financial sector for over two decades. As a key contributor to the success of Phoenix Wealth Management, PLLC, a company she helped establish, Wendy has played a pivotal role in shaping its growth trajectory.

Throughout her career, Wendy has showcased her entrepreneurial acumen by successfully launching and scaling multiple businesses across various industries. Her ventures stand as testaments to her adaptability, creativity, and strategic foresight, consistently yielding remarkable results in the dynamic business landscape. Graduating with honors from Cal-State Fullerton, Wendy fortified her analytical prowess and business acumen. Armed with this foundation, she ventured into entrepreneurship, demonstrating a remarkable ability to seize opportunities and overcome obstacles with grace.

Beyond her professional endeavors, Wendy is deeply committed to her family and community. Whether through mentoring, philanthropy, or educational initiatives, she remains steadfast in her dedication to making a positive impact on the lives of others. Wendy's journey exemplifies the transformative power of dedication, resilience, and vision in achieving both professional success and personal fulfillment.

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This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

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Jane Faber, New York

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Jane Faber, New York

Jane Faber, New York

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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