Santa Clarita Wealth Adviser Achieves Specialized Exit Planning Credential

Tyler Tilton, Vance Wealth adviser

Vance Wealth announces adviser with Certified Exit Planning adviser (CEPA®) designation Santa Clarita, Calif. — Vance Wealth financial planner Tyler Tilton completed his Certified Exit Planning adviser (CEPA®) credential, joining a specialized class of finance professionals who are trained to guide business owners toward a successful exit.  “We are very proud of Tyler for continuing…

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Santa Clarita Wealth Adviser Completes Advanced Financial Planning Certification

Photo of Nial Shaffery announcing Vance Wealth's newest certified fiancial planner

Niall Shaffery is Vance Wealth’s newest CERTIFIED FINANCIAL PLANNER™ Professional   Santa Clarita, Calif. — Vance Wealth adviser Niall Shaffery has earned the right to call himself a CFP®, which is the industry’s most respected and only board-backed certification for financial planning.  “This designation requires hours of rigorous study, experience and testing, as well as…

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IN THE COMMUNITY

Photo of vance wealth employees and the annual sip n shred community event

IN THE COMMUNITY: CONNECTING WITH FRIENDS AT OUR ANNUAL SIP N’ SHRED Sitting down with our clients to discuss their financial goals and dreams always brightens our day. It’s why we do what we do. But we also enjoy spending time with our clients outside of the conference room, where we can get to know…

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Celebrating Two Team Members Who Are Achieving More

Two Vance wealth team members announcing continued growth

Committed To Continuous Growth  Celebrating Two Team Members Who Are Achieving More A commitment to continuous growth is one of the core values and driving forces behind the Vance Wealth team, and recently, two of our Wealth Advisors achieved goals that helped them grow their skills in a big way. Tyler Tilton completed his designation…

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It Takes a Team

It Takes a Team

In 2022, we reviewed 203 client tax returns (for the 2021 tax year) and caught approximately $162,650 worth of errors and omissions in total – and that wasn’t even our biggest catch. When a prospective client contacted us to get a second pair of eyes on his tax plan, we noticed something significant. “Right away,…

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FROM THE DESK OF JOHN VANCE

Images of John Vance with friends

To Our Vance Wealth Friends and Family, As we get ready to wrap up another year, we’re celebrating a quarter of growth in life and business – and looking to 2024 with fresh excitement for the future. At home, the kids started a new school year, and with only one still in high school, that…

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VANCE WEALTH TEAM MEMBER SPOTLIGHT: Matthew Rivera, Wealth Advisor

Member spotlight announcement with Matthew Rivera

Matthew Rivera, our dedicated Wealth Advisor, is on a lifelong journey of learning and growth. With unwavering dedication to his clients and the Vance Wealth team, he constantly seeks innovative ways to help everyone achieve more. Born and raised in Burbank, Matthew stayed local while growing up, before going on to earn his associate’s degree…

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Maximize Your Charitable Impact With This Quick Tip

Man and a women with cans in hand packing boxes. Image for blog called maximize your charitable impact

Impactful Wealth: Strategies for Giving Back and Financial Growth Your financial plan is a powerful tool that can extend its impact far beyond your personal goals. When infused with intention and heart, it becomes a path to something greater. Many of our clients recognize the importance of including charitable giving in their financial success plan.…

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HOW TO RECOGNIZE AND AVOID PHISHING SCAMS

Image of person holding a phone with coin graphics, credit card graphic, and warning sign graphic.

HOW TO RECOGNIZE AND AVOID PHISHING SCAMS We know you work hard to earn your wealth, and we work hard to make sure it builds over time – so you can accomplish your top goals in business and life. That’s why it’s so important to protect that wealth against scams such as phishing. Phishing is…

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