Posts by Shanele Stoll
Vance Wealth Announces New Ownership From Within
Santa Clarita-based wealth management firm welcomes three internal leaders to ownership team Santa Clarita, Calif. ā Vance Wealth, a leading financial planning firm headquartered in Santa Clarita, is proud to announce a significant milestone in the firmās growth: the transition of ownership to three long-time internal leaders. Vice Presidents Jerrod Ferguson, CFPĀ®; Tyler Tilton, CFPĀ®,…
Read MoreLegacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnāt easy, and there are three common mistakes we often seeāmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Read MoreHave You Subscribed to Our YouTube Channel Yet?
Donāt miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as theyāre available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
Read MoreWe Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weāre not just a financial planning firmāweāre a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weāre seeking an Investment Associate to support investment and trading operations. In this role, youāll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iām filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingāboth personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNERā¢ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today weāre excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNERā¢ (CFPĀ®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Joshās professional growth…
Read MorePlanning For Longevity: The Two Essentials for A Fulfilling Future
There are two vital pieces to ensuring a long, happy future: a strong financial plan and a commitment to health. At Vance Wealth, weāve seen firsthand how these two elements work together through the example of our clients, who demonstrate how to live well, age well and truly enjoy every stage of life. āSome of…
Read MorePress Release -simplify365Ā®
FOR IMMEDIATE RELEASE simplify365Ā®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA ā February 3rd, 2025 ā Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365Ā®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT
With a passion for digital marketing and a versatile skill set, Operations Associate Roy Carter brings creativity and efficiency to his role at Vance Wealth. Originally from North Hollywood, Roy moved to Santa Clarita at age 8 and has called it home ever since. His entrepreneurial spirit led him to create an automotive YouTube channel…
Read MoreFROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
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