Broker Check

PLAN WELL. LIVE WELL.

Vivienne K. Schleu, CPA

Vivienne K. Schleu, CPA

Managing Partner

Vivienne has been a leader in providing financial advice to clients throughout the U.S since 1995 when she became one of the first CPAs licensed in Florida to offer securities advice. She joined the LPL Financial network of independent financial advisors in 2008. 

Vivienne’s passion for assisting others in making healthy financial decisions and plans for the future comes from her personal experience assisting her family with litigation and financial issues following the passing of her father in 1984, the founder of the family’s business. Founding her own tax practice in 1981, and giving small business advice, she added financial planning in 1995. She then joined LPL Financial and Alpina Financial Consultants in 2008 bringing her practice with her, and continuing to build a client base from her dedication to understanding clients’ needs and preparing investment and savings plans that fit those needs. For nearly 20 years, Vivienne has helped guide countless clients to build and preserve their wealth. Her financial planning strategy is rooted in a client specific investment philosophy combined with a tax minimization plan, and insurance-protected portfolio of assets. Her focus is helping small business owners and people from all walks of life, protect their income and plan for retirement. Vivienne’s philosophy is: “A customer is someone you sell something to. A Client is someone you protect.”