Community
In 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…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, While we’ve been committed to continuous growth in the office, at home our family has been enjoying the last few months while everything feels the same. We hosted a backyard graduation party with some family and close friends before Lauren and Evan head off to Boise State…
Read MoreIn the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MorePatti’s Perspective
Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re 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 Robin’s 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 MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s 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. — 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…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Read More