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.

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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

The Inc. 5000 is designated by Inc. Business Media, awarded in 2023. The award is obtained by filling out an application. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Methodology: Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. About Inc.: Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.
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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 Intel: RIA of the Year (Less than $1 billion AUM) award is designated by RIA Intel, awarded in 2023. Ria Intel Awards are voted on by those affiliated by RIA Intel. The award is independently granted. Vance Wealth does not pay a fee to receive the award. Working with an RIA of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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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

Financial Advisor Magazine: Every year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website. The One of America’s Top RIAs is designated by Financial Advisor Magazine, awarded in 2023. The award is obtained by filling out an application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with One of America’s Top RIAs by FA Magazine recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
Santa Clarita Valley Chamber for Vance Wealth Awards and accreditations page

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

The Business of the Year award is designated by the Santa Clarita Valley Chamber of Commerce, awarded in 2022. The Santa Clarita Valley Chamber of Commerce reviewed all nominations through an Awards Selection Committee and made final selections based on the specific criteria established for each award category. This award is independently granted and not obtained by application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Business of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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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

The Ultimate Financial Planning award is designated by élite Magazine as part of its 10th Annual Ultimate Business Professionals, awarded in 2024. élite Magazine selected honorees based on community and reader voting, with thousands of submissions received from local members. This award is independently granted and obtained through public vote, not by application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with an Ultimate Financial Planning recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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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

INC 500 logo for Vance Wealth Awards and accreditations page
2023-FA-AMERICAS_TOP_RIA-FINAL_GOLD (1)
RIA intel logo for Vance Wealth Awards and accreditations page
Santa Clarita Valley Chamber for Vance Wealth Awards and accreditations page
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Forbes logo for Vance Wealth Awards and accreditations page

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

The Inc. 5000 is designated by Inc. Business Media, awarded in 2023. The award is obtained by filling out an application. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Methodology: Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. About Inc.: Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.

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

Financial Advisor Magazine: Every year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website. The One of America’s Top RIAs is designated by Financial Advisor Magazine, awarded in 2023. The award is obtained by filling out an application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with One of America’s Top RIAs by FA Magazine recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

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

RIA Intel: RIA of the Year (Less than $1 billion AUM) award is designated by RIA Intel, awarded in 2023. Ria Intel Awards are voted on by those affiliated by RIA Intel. The award is independently granted. Vance Wealth does not pay a fee to receive the award. Working with an RIA of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

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

The Business of the Year award is designated by the Santa Clarita Valley Chamber of Commerce, awarded in 2022. The Santa Clarita Valley Chamber of Commerce reviewed all nominations through an Awards Selection Committee and made final selections based on the specific criteria established for each award category. This award is independently granted and not obtained by application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Business of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

Ultimate Financial Planning 

Vance Wealth is honored to be named Ultimate Financial Planning is élite Magazine’s 11th 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

The Business of the Year award is designated by the Santa Clarita Valley Chamber of Commerce, awarded in 2025. The Santa Clarita Valley Chamber of Commerce reviewed all nominations through an Awards Selection Committee and made final selections based on the specific criteria established for each award category. This award is independently granted and not obtained by application. Vance Wealth does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Business of the Year recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

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

The Forbes Best-In-State Wealth Advisors award is designated by Forbes and SHOOK Research, awarded in 2021. Forbes, in partnership with SHOOK Research, compiles the list based on qualitative and quantitative criteria, including industry experience, client retention, assets under management, compliance records, and in-person interviews. This award is independently granted; advisors do not apply but are nominated and selected through SHOOK’s proprietary research process. John Vance does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Forbes Best-In-State Wealth Advisor recipient is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

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.

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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.

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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.

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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.

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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 logo for Vance Wealth Awards and accreditations page

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.

IDFA logo - for Vance Wealth Awards and accreditations page

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 Logo for Vance Wealth Awards and accreditations page

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 Logo for Vance Wealth Awards and accreditations page

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.

Our Fiduciary Commitment

We are committed fiduciaries, and this is not mere rhetoric; it's a binding pledge to prioritize your interests above all else. A fiduciary embodies a person who bears a legal obligation to consistently act in the best interests of their clients in all financial recommendations and actions.

To uphold this unwavering commitment to care and professionalism, ensuring that we cater to your unique circumstances, we begin by attentively listening to your needs, goals, and aspirations. Only after gaining a deep understanding of your individual situation do we offer recommendations that are exclusively aligned with your best interests. This process fosters a relationship founded on trust, integrity, and transparency. For us, the fiduciary standard transcends the realm of legality; it is the guiding principle that governs every aspect of our service to you. We are your steadfast advocates, tirelessly working to safeguard and promote your best interests.