At Vance Wealth, we utilize a team approach to help our clients manage their wealth and organize their finances so they can focus on what is important to them.
Who We Serve
Whether you are already retired or are planning for the future, we can help you prioritize your goals, establish a comprehensive plan, and maximize the savings you’ve worked hard for.
Whether you need to plan for retirement, explore employee benefit options, mitigate taxes, or prepare to sell your company, we can help address the ever changing needs of your business. (Please note: Vance Wealth and Raymond James do not provide any tax advice.)
Large estates with multiple accounts bring a unique set of challenges to the professionals that serve them. Our team specializes in working with multiple generations so you can be confident in your family’s legacy.
Divorce is likely the single biggest financial transaction you will make in your life. We have the expertise to help guide you through the complexities, and help you create a financial settlement that can work for you – both now, and in the future.
About Our Team
At Vance Wealth, our advisors and support staff work as a team to help our clients manage their wealth and organize their finances. Our clients understand the value of having a trusted team on their side, and the Vance Wealth client experience is built on communication, service, and personalized advice.
Our team of advisors serve a wide range of successful individuals with comprehensive wealth management strategies. We are here to help you plan your financial future.
John Vance, CFP®, CDFA™ is the founder of Vance Wealth. He has extensive experience working with individuals and families, counseling them on their financial concerns and guiding them towards their financial goals. John is a seasoned instructor with a passion and commitment to educating clients, professionals, and members of the community. He has taught courses through Pasadena City College Extension for over 10 years, and is frequently invited to speak at seminars and workshops throughout the greater Los Angeles area. He is available to present at speaking engagements on a number of topics. Also, many presentations are available for CPE credits for licensed California CPAs! Contact our Marketing Director to learn more.
Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.