Vivek Vishal is an experienced advisor currently working at Sequoia since March 2025, providing plan-level investment advisory services to over 250 clients from diverse sectors across the United States. Prior to this role, Vivek served as an Associate Consultant at Creative Planning from December 2022 to March 2025 and as a Plan Advisor at Sentinel Group from September 2017 to December 2022. Vivek began a career in the financial services industry as a Retirement Plans Associate Advisor at Chernoff Diamond from February 2011 to August 2017 after earlier roles as an Associate Administrator and Junior Administrative Assistant at Boys & Girls Clubs of America. Vivek holds a Bachelor's Degree in Economics from Queens College, attended the New York Institute of Technology, and is a graduate of Sewanhaka High School.
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