Awards and Accreditations
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Awards
Vance Wealth takes great pride in the recognition it has received for its achievements, unwavering commitment, and diligent efforts, as evidenced by the following awards.
Named one of the fastest-growing private companies in America!
Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth's enduring commitment to excellence, visionary leadership, and exceptional service. Learn More
Ranked one of America’s Top RIAs
Vance Wealth, a wealth management, business financial planning and retirement planning firm in Santa Clarita, California, has been named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey. This is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Learn More
RIA of the Year (Less than $1 billion AUM)
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. Learn More
Named Business of the Year
Vance Wealth was named Business of the Year at the Santa Clarita Valley Chamber of Commerce 2022 Business Choice Awards. An Awards Selection Committee reviewed all the nominations and made the final selections based on the criteria for each category. Learn More
Ultimate Financial Planning
Vance Wealth is honored to be named Ultimate Financial Planning is élite Magazine’s 10th Annual Ultimate Business Professionals. We are proud to know we are among the best of the best in our field voted on by thousands of community members and readers. Learn More
John Vance named Best in state Wealth Advisor!
John Vance, President of Vance Wealth, is honored to be named on the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Learn More
Named one of the fastest-growing private companies in America!
Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth's enduring commitment to excellence, visionary leadership, and exceptional service. Learn More
Ranked one of America’s Top RIAs
Vance Wealth, a wealth management, business financial planning and retirement planning firm in Santa Clarita, California, has been named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey. This is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Learn More
RIA of the Year (Less than $1 billion AUM)
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. Learn More
Named Business of the Year
Vance Wealth was named Business of the Year at the Santa Clarita Valley Chamber of Commerce 2022 Business Choice Awards. An Awards Selection Committee reviewed all the nominations and made the final selections based on the criteria for each category. Learn More
Ultimate Financial Planning
Vance Wealth is honored to be named Ultimate Financial Planning is élite Magazine’s 9th Annual Ultimate Business Professionals. We are proud to know we are among the best of the best in our field voted on by thousands of community members and readers. Learn More
John Vance named Best in state Wealth Advisor!
John Vance, President of Vance Wealth, is honored to be named on the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Learn More
Accreditations
At Vance Wealth, our accreditations showcase our unwavering dedication to delivering the highest level of expertise and ethical standards in our service to you.
CFP – Certified Financial Planner
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: An Education Requirement, An Examination Requirement, an Experience Requirement, and an Ethics Requirement.
CDFA – Certified Divorce Financial Analyst
CDFA® is a professional designation awarded by the Institute for Divorce Financial Analysts (IDFA). A CDFA professional is skilled at analyzing data and providing expertise on the financial issues of divorce. The role of a CDFA professional is to help the client and his or her attorney understand how the decisions he or she makes today will impact the client’s financial future. In order to become certified, professionals must have a minimum of three years of professional experience in finance or divorce. CDFA professionals must also satisfy continuing education requirements.
CEPA – Certified Exit Planning Advisor
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.
AIF – Accredited Investment Fiduciary designation
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
CFP – Certified Financial Planner
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: An Education Requirement, An Examination Requirement, an Experience Requirement, and an Ethics Requirement.
CDFA – Certified Divorce Financial Analyst
CDFA® is a professional designation awarded by the Institute for Divorce Financial Analysts (IDFA). A CDFA professional is skilled at analyzing data and providing expertise on the financial issues of divorce. The role of a CDFA professional is to help the client and his or her attorney understand how the decisions he or she makes today will impact the client’s financial future. In order to become certified, professionals must have a minimum of three years of professional experience in finance or divorce. CDFA professionals must also satisfy continuing education requirements.
CEPA – Certified Exit Planning Advisor
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.
AIF – Accredited Investment Fiduciary designation
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.