Press Release
Santa 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 MoreVance Wealth Recognized as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and a forthcoming expansion into Newport Beach, proudly announces its selection as an Inc. 5000 award honoree for 2023. This prestigious accolade underscores Vance Wealth’s enduring commitment to excellence, visionary leadership, and exceptional service. The Inc. 5000…
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 MoreA Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining our commitment to providing trusted, personalized investment advisory services with…
Read MoreSanta Clarita wealth management firm creates new planning approach for business owners
Santa Clarita wealth management firm creates new planning approach for business owners Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. — Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365 is a business…
Read MoreVance Wealth surpasses $500 million in assets under management
Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management. …
Read More