Posts by VanceWealth
Vance Team Member Spotlight: Chris Pelch
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and heâs uniquely…
Read MoreThe Quest for Excellence – Letâs talk about the ABCâs of why you should hire a Financial Advisor.
As much as I enjoy working out, there are some days I just donât want to go to the gym. I understand the health benefits and how good I feel afterwards, yet somedays, I have no interest. Enter the personal trainer. The person whose primary focus is my health and wellness. She loves to witness…
Read MorePatti’s Perspective
Ever wonder how the busiest people get the most done? Itâs called leverage. With our schedules seemingly getting busier every day, itâs more important than ever to step back and take a good look at how youâre spending your time. You are an expert in your field, and although you are capable of doing many…
Read MoreHealth Tip – Committed To Continuous Growth
Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robinâs work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read More2021 Q2 Investment Update
Weâve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much…
Read More4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when itâs needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney âmore affectionately known as the âoffice momâ â is leaving the Vance Wealth team. However, she will always be part of the family. Lisaâs planning on spending much of her downtime with her mother, whom she is currently caring…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a companyâs roadmap to success, then its operations are the daily steps to achieve that success. Thatâs why itâs so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Read MoreVance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth  Santa Clarita, Calif. â After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
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