Posts by Shanele Stoll
Vance Wealth Expands Presence with New Office in Newport Beach
Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. — Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its…
Read MoreTracking Your Health as a Busy Business Owner: Key Numbers to Monitor for Better Well-Being
As a busy business owner, taking care of your health may not always be at the top of your to-do list. However, tracking certain numbers allows you to stay on top of your health and make informed decisions to enhance your overall well-being. Blood pressure – High blood pressure can lead to serious health problems,…
Read MoreUnlock More Potential: Entrepreneur Edition
A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…
Read MoreStart The Year With 3 Keys To Financial Success
If you’re aiming for a financially successful start to the year, the key lies in revisiting the past to gain insights before setting your sights on growth. Here, we outline three steps to kick off 2024 with a clear understanding of your current financial landscape, helping you end the year right where you would like…
Read MoreSanta Clarita Wealth Adviser Achieves Specialized Exit Planning Credential
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…
Read MoreSanta Clarita Wealth Adviser Completes Advanced Financial Planning Certification
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…
Read MoreIN THE COMMUNITY
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…
Read MoreFROM THE DESK OF JOHN VANCE
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…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Matthew Rivera, Wealth Advisor
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…
Read MoreHOW TO RECOGNIZE AND AVOID PHISHING SCAMS
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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