Team Update
FROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Read MoreVance Wealth Recognized for the Second Year in a Row 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 Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
Read MoreVance Wealth Team Member Spotlight
Selena Garcia, Client Service Associate With a strong work ethic and an administrative background, Client Service Associate Selena Garcia assists clients and advisors alike to ensure a smooth, consistent, and positive experience for everyone at Vance Wealth. Selena has called the Santa Clarita Valley home for over ten years. She graduated from Bishop Alemany High…
Read MoreJohn Vance Named In Forbes 2024 Best-in-State Advisors List
Santa Clarita, Calif. — Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outstanding financial advisors who have consistently demonstrated excellence in their profession while delivering exceptional service to their valued clients. “Here’s what our research has found: the…
Read MoreHonoring Excellence: Vance Wealth Receives RIA of the Year Award!
We are thrilled to announce that our firm has been named RIA of the Year (Less than $1 billion AUM) at the Annual RIA Intel Awards. This would not have been possible without the trust of our valued clients and the dedication of our team. Being named RIA of the Year is a tremendous honor,…
Read MoreVance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more. Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelor’s degree…
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 Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
Vance Wealth’s Growth Plans in Newport Beach with Tyler Tilton, Financial Advisor. We are thrilled to unveil our growth plans in Newport Beach, with Tyler Tilton leading the expansion efforts. Tyler has recently relocated to the area, and plans are under way to open a new office soon. “Tyler Tilton has always been a valued…
Read MoreFrom the Desk of John Vance
After closing out a busy year and setting up for a successful start to 2023, much of our planning work was done, and I was able to enjoy some time with people I care about, both in the community and at home. In February, we celebrated the 2023 Empowering Hearts honorees and artists at Single…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best…
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