Vivian Fox

My journey into financial planning was inspired by a desire to build meaningful relationships and help individuals navigate their financial paths with confidence. With over a decade of experience in the asset management industry, I bring a blend of analytical precision and empathetic communication to my role.

Prior to joining SAS Financial Advisors, I spent over a decade building a career working in the alternative investments industry. As a Certified Public Accountant, I held leadership roles at venture and hedge funds, managed fund operations, led audit and tax processes, and oversaw system implementations. I enjoyed the complexity of the work—but what I found most fulfilling were the relationships I built and the conversations I had with colleagues and partners along the way.

That realization sparked a shift in my professional journey. I began to reflect deeply on what mattered most to me and ultimately decided to transition to financial planning. I wanted to bring my financial expertise into a space where I could connect more personally with others and help them navigate some of life’s most important decisions.

Now, as a Candidate for CFP® Certification, I’m proud to be part of the SAS team—an organization that shares my values of trust, transparency, and client-centered service. I focus on creating a safe and supportive environment where clients feel empowered to make informed decisions, because financial planning is not just about numbers, but about understanding individual goals and crafting strategies that align with their values and aspirations.

Outside of work, you can find me playing with my dogs, practicing yoga, rock climbing, or working on a new sewing or knitting project. These hobbies keep me grounded and bring the same mix of focus, creativity, and joy that I strive to bring to my work every day.