Vance ForbesShookAd 02212 1016x533 - JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

Shanele Stoll Achieve More, Community, Team Update

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, 2021. Since 2003, Vance Wealth has served as a premier financial planning team passionately committed to helping clients and families succeed at every step of …

From The Desk of John 1016x762 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

VanceWealth Achieve More, Community, Team Update

We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t able to be together with our entire extended family, who we missed, but it was a special year that allowed for more quality time and …

Meet the Team Tyler - Q & A with Tyler Tilton

Q & A with Tyler Tilton

VanceWealth Team Update

Get to know the personal side of your finance professionals. Q: What’s your favorite aspect of the Vance Wealth company culture? A: We collaborate really well as a team. I like the company structure because it allows us to work well together and accomplish our goals. Vance Wealth truly is a family. Q: What core value resonates with you most? A: I really connect with the commitment to continuous growth because that’s how I approach my personal and professional life. …

Meet the Team Tyler - Health Tip - Committed To Continuous Growth in Life & Business

Health Tip – Committed To Continuous Growth in Life & Business

VanceWealth Achieve More, Retirement, Team Update

Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, it’s easy to feel that special kind of “Zoom exhaustion.” Tyler Tilton, Wealth Advisor at Vance Wealth, has a simple trick to keep his energy up and digital burnout at bay. Twice a day, …

lauren landscape 1016x688 - Vance Team Member Spotlight - Meet Lauren Fox, Director of First Impressions

Vance Team Member Spotlight – Meet Lauren Fox, Director of First Impressions

VanceWealth Team Update

As Director of First Impressions at Vance Wealth, Lauren Fox is excited to make hers as the team’s newest face and most eager collaborator. A lifelong Saugus resident, Lauren got her first chance to make an impression on the Vance Wealth team as a staff member at Valencia Country Club, where John Vance loves to practice his swing whenever possible. Her natural people skills and Bachelor’s degree in hospitality, made her an obvious choice, while her passion for outdoor recreation …

JV blog - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends & Family, Following a quarter of volatility and massive change, we’re grateful to be on track with our 10-year plan and entering a period of intentional growth at Vance Wealth. We’ve been hard at work building out our additional space, which gives us the room to double in size over the next decade. Though there’s been enough work to keep us all busy, I had the chance to spend some time with my family on …

Tara Meet the Team 2 - Vance Team Member Spotlight - Meet Tara White, Director of Productivity

Vance Team Member Spotlight – Meet Tara White, Director of Productivity

VanceWealth Team Update

With an incredible memory and natural people skills, Tara White quickly grew past her role as administrative assistant and is now Vance Wealth’s Director of Productivity. As the glue that holds the office together, Tara has handled a wide range of duties, from marketing support to executive assistant work for our President John Vance. Now, in her new role, Tara will grow yet again as she supports the entire staff. “Tara started as our office assistant about 2 years ago, …

Front Cover Team Photo 1016x382 - Committed to Continuous Growth

Committed to Continuous Growth

VanceWealth Team Update

Now more than ever, we’re determined to give you our very best. As life changes daily, and the headlines become more and more confusing, we’re committed to providing financial clarity even amid uncertainty and crisis. We don’t simply prepare for the next steps but strive to anticipate them before they occur. Right now, this means our team is navigating changes thoughtfully and pivoting quickly. It also means we’re expanding! We’re excited to announce Vance Wealth recently acquired the building next …

JV - To Our Vance Wealth Friends and Family

To Our Vance Wealth Friends and Family

VanceWealth Team Update

The past quarter brought many changes to business as usual, and though we’ve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to continue working in the office while practicing safe social distancing. Regardless of where we choose to show up, however, we’ve all been grateful for the …

061118 Vance Wealth Marketing Day 1 SchlickArt 5710SRGBlowres 3 1016x1016 - Robin Strauss - Client Services Associate

Robin Strauss – Client Services Associate

Shanele Stoll Team Update

Quite simply, Robin moves mountains and no road block can stand in her way. As Vance Wealth’s Client Services Associate Robin is committed to truly providing excellence in the Vance Wealth client experience. Bringing a wealth of financial services and insurance experience from her previous professional roles. Robin enjoys the fast pace and navigating the occasional road block as she adeptly handles all transactions for the office.  She ensures that our clients have a smooth onboarding and works tirelessly to …