Josh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation
Committed to Continuous Growth
At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise.
This accomplishment marks a significant milestone in Josh’s professional growth and underscores his commitment to providing clients with the highest standard of financial planning expertise.
“This designation requires hours of rigorous study, experience, and testing, as well as years of continuing education and a steadfast commitment to the highest ethical standards in our industry,” explained John Vance, CEO and Founder of the Santa Clarita-based firm. “We’re very proud of Josh for continuing to deepen his knowledge and improve his skills for the sake of our clients. His achievement is an excellent example of one of our firm’s core values: a commitment to continuous growth.”
“I pursued the CFP® certification because I’m passionate about helping people achieve their ideal financial future, and this certification enables me to do so with greater clarity and success,” Josh shared. “The CFP® designation process gave me a deeper understanding of how every part of a client’s financial life connects. Whether it’s investments, taxes, insurance, estate, or retirement planning, I can confidently offer practical solutions that fit their specific goals.”
Josh applies his education and experience with a strong focus on fiduciary responsibility. “What makes the CFP® certification stand out is its emphasis on always acting in the client’s best interest,” Josh says. “That principle is the cornerstone of my approach to financial planning.”
His achievement highlights our unwavering commitment to providing expert advice and a client-first approach to financial planning.
To learn how Josh Mumper and the Vance Wealth team can help you achieve more, call 661-775-0950 or visit vancewealth.com.
Disclosures: Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
