Community
HOW 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…
Read MoreEmpowering the Next Generation: Carrisa Flores Inspires Girls at Girl Scouts of America Phenom Convention in Orlando, Sponsored by CFP Board
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…
Read MoreVance Wealth’s Annual Spring Reception: A Fun Event Celebrating 20 Years
At Vance Wealth, we not only strive to remove the stress that typically accompanies the financial planning process, but we also endeavor to make it feel as positive, optimistic, and motivating as possible. When the occasion calls for it, we even try to make the experience fun for everyone, and last quarter, that meant it…
Read MoreVance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting
After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, that’s exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even…
Read MoreIn The Community: Your Support Makes An Impact
Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory…
Read MoreIn the Community: Supporting the SCV Chamber
Keeping up with our commitment to community involvement, the Vance Wealth team gets together for a local nonprofit event or fundraiser each quarter. In October, that meant teeing up to support the Santa Clarita Valley Chamber of Commerce. The 2022 Oak Tree Classic Golf Tournament was held at The Oaks Club in Valencia and did…
Read MoreBuilding A Stronger Team & Community With Closet On Main
One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon…
Read MoreIn the Community: Connection & Giving In 2021
Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one – the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded.…
Read MoreIn the Community – Join Us For Empowering HeArts
If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. “Empowering HeArts…
Read MoreAchieve More: Health Tip with Tara White
“My husband, Jared, and I bought a Peloton Bike at the beginning of this year, and our only regret was not getting it sooner! I’ll do a ride either before or after work, and it’s really helped us stay more active. The Peloton app also provides a variety of other workouts that make you break…
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