Team Update
Honoring Excellence: Vance Wealth Receives RIA of the Year Award!
We are thrilled to announce that our firm has been named RIA of the Year (Less than $1 billion AUM) at the Annual RIA Intel Awards. This would not have been possible without the trust of our valued clients and the dedication of our team. Being named RIA of the Year is a tremendous honor,…
Read MoreVance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more. Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelor’s degree…
Read MoreVance Wealth’s Annual Spring Reception: A Fun Event Celebrating 20 Years
At Vance Wealth, we not only strive to remove the stress that typically accompanies the financial planning process, but we also endeavor to make it feel as positive, optimistic, and motivating as possible. When the occasion calls for it, we even try to make the experience fun for everyone, and last quarter, that meant it…
Read MoreVance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
Vance Wealth’s Growth Plans in Newport Beach with Tyler Tilton, Financial Advisor. We are thrilled to unveil our growth plans in Newport Beach, with Tyler Tilton leading the expansion efforts. Tyler has recently relocated to the area, and plans are under way to open a new office soon. “Tyler Tilton has always been a valued…
Read MoreFrom the Desk of John Vance
After closing out a busy year and setting up for a successful start to 2023, much of our planning work was done, and I was able to enjoy some time with people I care about, both in the community and at home. In February, we celebrated the 2023 Empowering Hearts honorees and artists at Single…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because it’s a time of transition. As we move forward with excitement and optimism for what’s next, I also find it helpful to reflect back on what brought us here. Professionally, I’m filled with as much excitement for the move…
Read MoreVance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony Goring researches and communicates timely market information that assists Wealth Advisors in making successful investment decisions. “Portfolio management and financial analysis are the backbone of my role as an analyst,” Anthony explained, “and I really enjoy providing our advisors…
Read MoreVance Wealth Team Member Spotlight: Jake Johnson, Simplify365 Associate
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in…
Read MoreFrom The Desk Of John Vance: To Our Vance Wealth Friends & Family
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our…
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