Having experienced the impressive impact that a customized financial plan had for his parents, Jerrod understands first-hand the power of personal financial planning. It’s what inspired him to become a financial planner and help others achieve more in life.

Jerrod first became interested in the concept of financial planning when his parents met with John Vance to consolidate their finances, establish a path for financial security, and better position themselves for retirement. He witnessed the results of that financial blueprint and its ability to achieve his parents’ short-term goals and plan generously for their dreams of the future. Having experienced the results first-hand, Jerrod was inspired to become an intern and then a permanent member of the Vance Wealth team in 2008.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jerrod is responsible for preparing and updating financial plans, as well as performing research and monitoring investments. Understanding that every client is different, with unique goals and priorities, Jerrod especially enjoys getting to know his clients. His goal is to be well equipped with solutions for every stage of their life – instilling confidence that their future is in good hands. To further assist clients and their families, he holds Life and Health Insurance licenses from the California Department of Insurance.

Jerrod earned a Bachelor of Science in Management from California State University, Northridge. He lives in Santa Clarita with his wife, Julie, his two children, Jocelyn and Jones, and their dog, Josie. He is passionate about creating long-lasting memories with his family and friends.