John’s strategic vision for Vance Wealth has been steadfast – creating a financial investment practice with the singular focus of helping clients achieve more than they could have ever imagined.
Financial planning and wealth management has been inherent to John since his childhood. Growing up, he was always interested in saving and managing money. Equally important to him was connecting with people and being a source of help and inspiration. Driven by these two lifelong passions, he opened Vance Wealth in 2003 and began his relationship with Raymond James Financial Services with one vision in mind – a financial services practice with a client-centric culture dedicated to caring for clients and their families. Since that time, Vance Wealth has enjoyed designing plans to help clients reach their goals through John’s unique approach to financial planning.
John is both a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James and a Certified Divorce Financial Analyst™ (CDFA™). His plan-driven approach has been a major factor in helping Vance Wealth’s clients reach their financial goals and feel confident in their financial future. He has extensive experience working with individuals and families, listening and addressing their financial concerns and establishing trust through genuine caring and sound financial stewardship. This care philosophy is embedded in the Vance DNA, extending to the dedicated team that John has built over the years and continues to mentor.
A Santa Clara University Bachelor of Science graduate, with a major in finance and a minor in economics, John has firmly established himself as a thought-leader in the financial services industry. Whether educating clients, professionals or members of the community, he’s demonstrated a commitment to staying ahead of the rapidly changing financial markets and economic climate. John 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 and many presentations are available for CPE credits for licensed California CPAs.
A Los Angeles native, John currently lives in Valencia with his fiancé Carmen and their six children. John and Carmen love getting away and traveling to new places together. John enjoys a very active lifestyle including golfing, running, cycling, and yes, the occasional triathlon.
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.
