Team Update
Vance Wealth Team Member Spotlight
Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…
Read MoreVance Wealth Announces New Ownership From Within
Santa Clarita-based wealth management firm welcomes three internal leaders to ownership team Santa Clarita, Calif. — Vance Wealth, a leading financial planning firm headquartered in Santa Clarita, is proud to announce a significant milestone in the firm’s growth: the transition of ownership to three long-time internal leaders. Vice Presidents Jerrod Ferguson, CFP®; Tyler Tilton, CFP®,…
Read MoreHonoring the Women of Impact at Vance Wealth
As the founder of Vance Wealth, I am deeply inspired every day by the commitment and leadership of our team. However, in honor of International Women’s Day, I have decided to specifically highlight the exceptional women on our team. Their profound impact on our growth and culture transcends mere recognition; it sets the standard for…
Read MoreWe Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, we’re not just a financial planning firm—we’re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Josh’s professional growth…
Read MoreFROM 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,…
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