In 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…

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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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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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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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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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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 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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We are excited to announce that our very own Carrisa Flores was personally invited to share her story of working in the Financial Service Industry with the Girl Scouts of America! Carrisa will be sponsored by the Certified Financial Planners Board (CFPB) and aims to inspire 16-18-year-old girls to consider a life-long career as a…

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