VanceWealth Charitable Giving, Tax Issues
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them. It’s why they plan and invest. It’s why they achieve. At Vance Wealth, it’s our job to help you achieve more — especially when it …
It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age. As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable blessing later in life.
With her 18-month-old son by her side, she suddenly found herself terrified, overwhelmed and emotionally distraught. Through the darkness, she knew she would be okay, understanding she had the money skills to take care of herself, and her son.
This has been the catalyst to follow her passion of empowering and educating women in their financial journey. Understanding that money can be an overwhelming topic for many, she is audaciously passionate about creating confidence when it comes to their financial well-being.
As a result of learning money smarts early on, she has also made it her mission to teach teens and young adults about money. Through her various workshops, speaking at schools and online education courses, she loves watching the faces light up when they “get it.”
With over 35 years working in various roles within the corporate banking arena, including 17 years as a Mortgage Consultant, Patti has a keen and vast understanding of the banking, mortgage and financial industries.
Patti earned her Bachelors of Science degree in Accounting Theory from California State University, Northridge, is a CTA Certified Life Coach and received her Executive Coach Certification through Marshall Goldsmith Stakeholder Centered Coaching. This unique combination of education and work experience allows Patti to understand her clients from a holistic perspective. She is also a published author of four books.
Patti calls Valencia her home, but the beach is her happy place. If she isn’t enjoying time with family and friends, you can find her at the gym or devouring a book. Full disclosure, she is a self-proclaimed chocoholic.
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. John Vance was named to the 2020 edition of Forbes list of Best in State Wealth Advisors. 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. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Having experienced the impressive impact that a customized financial plan had for his parents, Jerrod understands first-hand the power of personal financial planning. It’s what inspired him to become a financial planner and help others achieve more in life.
Jerrod first became interested in the concept of financial planning when his parents met with John Vance to consolidate their finances, establish a path for financial security, and better position themselves for retirement. He witnessed the results of that financial blue print and its ability to achieve his parents’ short-term goals and plan generously for their dreams of the future. Having experienced the results first-hand, Jerrod was inspired to become an intern and then a permanent member of the Vance Wealth team in 2008.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jerrod works collaboratively with John and is responsible for preparing and updating financial plans, as well as performing research and monitoring investments. Understanding that every client is different, with unique goals and priorities, Jerrod especially enjoys getting to know his clients. His goal is to be well equipped with solutions for every stage of their life – instilling a confidence that their future is in good hands. To further assist clients and their families, he holds Life and Health Insurance licenses from the California Department of Insurance.
Jerrod earned a Bachelor of Science in Management from California State University, Northridge. Originally from Santa Clarita, he now lives in Santa Clarita with his wife, Julie, and their dog, Josie. When not working, Jerrod tries to make time to explore and seek out subject matter for his love of photography.
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.
Upon entering the financial services industry, Tyler quickly learned his professional life needed something – the satisfaction of helping others.
Tyler’s greatest sense of professional enjoyment and accomplishment has come from his role as a Wealth Advisor at Vance Wealth. His day consists of client interaction, strategic planning, and investment management. When Tyler joined Vance Wealth in 2017, the leadership team quickly realized the young analyst had a unique set of skills. On the relationship side, Tyler enjoys working with clients to craft a unique, personalized plan that helps them establish financial independence and achieve more. The opportunity to help others secure a financial plan for today, while simultaneously building a better tomorrow, gives Tyler a sense of fulfillment that pushes him to excel.
On the financial side, Tyler’s background in analytics makes him an asset in the investing and trading arenas. He is responsible for conducting due diligence on all of the firm’s investments. With a happy marriage of technical and interpersonal skills, Tyler successfully serves clients and is responsible for new business development.
When Tyler’s not in the office, he can be found at the gym or enjoying the outdoors. He loves warm weather activities as much as cold, from wakeboarding to snowboarding. Tyler enjoys all types of music, particularly country, and he’s proud to be an alumnus of the University of San Diego, where he studied finance.
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.
Chartered Retirement Plans SpecialistSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Jason learned at a young age to “save a little and spend a little.” With this understanding, he’s found the perfect fit at Vance Wealth – focusing his efforts on Advanced 401k Solutions where he loves showing clients, particularly first-time investors, how saving in a 401k can create a path to financial security.
Jason starting his first job at the age of 8 cleaning offices for his Father’s various business lines. A successful business owner and entrepreneur, Jason’s dad was the inspiration behind his passion for saving. At the young age of 10, Jason first started investing in the stock market and Immediately fell in love with all things related to the markets and finance. He embarked on a lifelong career in the financial industry gaining vast experience in varying facets including sales, technology and asset management.
Having spent much of his life around small businesses, Jason is excited to be devoting his time to helping small business owners and their employees receive a 401k plan designed to help meet their unique goals and needs. He works one-on-one with each owner and employee to help them understand their 401k plan and encourage regular saving patterns.
Jason lives with his wife and three children in Stevenson Ranch and enjoys coaching his children’s basketball and soccer teams. He earned his B.S. in Finance from Oregon State University and an M.B.A. from Western Connecticut State University. Although he’s a loyal Beaver’s fan, he’s now found himself a fan of USC football being his nephew is a member of the team. With a large UCLA following in the Vance Wealth office, his new rooting interest has created a fun and competitive rivalry amongst his colleagues.
<small>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.</small>
A passion that was sparked by a student managed investment fund, Mark realized that he could use his financial know how to help others achieve financial success.
Mark found a natural interest and desire to learn about investing while studying at The Masters University when a donor opened a student managed an investment fund. Things changed quickly from there. He realized that he could blend his new found passion for investing with his love of helping others. In his role as Wealth Advisor, Mark works with new and existing clients who are interested in working with Vance Wealth and on a daily basis, demonstrates an enthusiasm for assisting clients and their families achieve financial confidence. Mark works closely with the advisor team in providing the best solutions for Clients while being responsible for trading and research.
Mark’s goal is to continue to serve Vance Wealth’s client and the community, and to earn the CERTIFIED FINANCIAL PLANNER™ designation by 2021. He earned a Bachelor of Science in Business Administration and International Business from The Masters University in 2017.
Mark lives in Santa Clarita and loves spending time with his friends and family. In his free time, Mark serves in youth ministry at Grace Community Church. Mark loves to travel and his hobbies include everything to do with the beach – some of which are surfing, fishing, diving.
As the first impression for Vance Wealth clients, Tara goes above and beyond to make clients feel at home in our office. An extrovert at heart, Tara enjoys meeting new people and connecting our clients with solutions. With an extensive retail management background, she understands the importance clear communication and exemplary care play in delivering an exceptional client experience.
Behind the scenes, Tara is the glue that keeps the office together – handling a wide range of duties from answering calls and scheduling appointments to providing marketing assistance.
Tara is married and lives in Saugus. She enjoys spending time outdoors, camping and traveling to new places with her husband.
Quite simply, Robin moves mountains and no road block can stand in her way.
As Vance Wealth’s Client Services Associate Robin is committed to truly providing excellence in the Vance Wealth client experience. Bringing a wealth of financial services and insurance experience from her previous professional roles. Robin enjoys the fast pace and navigating the occasional road block as she adeptly handles all transactions for the office. She ensures that our clients have a smooth onboarding and works tirelessly to understand each client’s financial intricacies and complexities. Whether new to Vance Wealth or an established client, Robin is the consistent go-to person for any account needs.
Born and raised in Brooklyn, New York, Robin Strauss has been bringing laughter and an East Coast flair to our Valencia office ever since she started. As Vance Wealth’s Client Services Associate, she serves nearly everyone throughout the year, and she’s the first line of defense whenever a client is in need, a role Robin loves.
Financial Services is a serious business, but Shanele adds a healthy dose of fun.
Shanele is responsible for telling and sharing the Vance Wealth story. As Marketing Director, she manages all aspects of social media, our website and all client communications, proudly conveying the client-centric culture that Vance Wealth has to offer. Shanele coordinates all client appreciation events, as well as educational sessions for both clients and other financial services professionals, seamlessly adding a little bit of fun to our financial planning and wealth management approach.
She and her high school sweetheart are extremely busy with their teenage young daughters. Shanele loves spending time with family and friends. When Shanele is able to get a free moment, she enjoys being outdoors and going for a run.
Lisa works tirelessly to make the Vance Wealth experience appear effortless.
Lisa truly touches all areas of Vance Wealth. As Director of Business Operations, she handles a wide variety of responsibilities ranging from improving the Vance Wealth client experience with better processes and procedures to working with John on business strategy. Lisa constantly has clients and staff in the forefront of her mind while continuously improving the overall experience.</p
After knowing John personally through their daughters, John invited Lisa to return to the workforce and join his practice in 2012. Prior to her days as a stay-at-home mom, she enjoyed a career in medical sales with a BA degree from UC Irvine. Lisa lives in Santa Clarita with her husband, Tom, and their two children. They love traveling together as a family to different destinations. Lisa is a bit of a foodie and enjoys finding eclectic and delicious restaurants in every city they visit.
