Andy Mardock, CFP®, MBA ViviFi Planning
- Bend, Oregon 97702
- (541) 639-4421
- https://www.vivifiplan.com/
About Andy Mardock, CFP®, MBA
Andy is the founder and president of ViviFi Planning. He was inspired to create the firm to bring exceptional financial advice to young professional families that, without multi-million dollar portfolios to invest, have long been ignored by the financial industry.
Over years of listening to financial stories and experiences, Andy heard the phrase “I wish I would have known” too many times. ViviFi Planning was born out of a desire to help peers avoid ever experiencing this regret. Clients working with Andy feel confident about their money decisions and where their financial lives are headed. This impact is far more than a job or a career to Andy; it’s a mission.
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly nine years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon.
An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. In working with Andy, clients benefit from talking with someone who ‘gets it’ because they’re living it. When not helping clients make the most of their finances, Andy and his wife Jessica can be found cherishing their newborn daughter and chasing outdoor adventures on hiking, biking, and skiing trails.
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Ideal Clients
- Parents
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $200+ / month
- Quarterly Fee: $600+ / quarter
- AUM: 0.50%
- Flat Fee: $750+
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
