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 …

021220 Vancewealth Marketing SchlickArt 0876SRGBlowres 2 1016x1524 - Get to Know - Patti Handy

Get to Know – Patti Handy

VanceWealth Team Update

Patti Handy Branch Associate It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age.  As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable blessing later in life. With her 18-month-old son by her side, she suddenly found herself terrified, overwhelmed and emotionally distraught. Through the darkness, she knew …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - JOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

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

Shanele Stoll Business Owner, Market Commentary, Market Update, Team Update

SANTA CLARITA, CA – John Vance Founder and 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 January, 16, 2020.   The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative …

061118 Vance Wealth Marketing Day 1 SchlickArt 5357SRGB 3 1016x1016 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

Kicking off the quarter, Carmen and I took a trip to Kauai, where we sought out adventure. We went zip-lining, took a helicopter ride, rode ATVs, and enjoyed a zodiac boat ride along the Na Pali Coast.  I spent much of the quarter out in the community, as well, participating in a couple of great events. I served as the Chair for this year’s SCV Chamber of Commerce Golf Tournament in October, which was a fun way to get to …

3 Mark Office Shot 1016x864 - VANCE TEAM MEMBER SPOTLIGHT - Meet Mark Antariska, Wealth Advisor

VANCE TEAM MEMBER SPOTLIGHT – Meet Mark Antariska, Wealth Advisor

Shanele Stoll Team Update

Mark embodies Vance Wealth’s core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing the power of investments first hand — and its potential to truly change lives, Mark knew this was the path he wanted to pursue. Helping …

JV desk 1016x743 - From the Desk of John Vance - Learning & Laughing All Summer Long

From the Desk of John Vance – Learning & Laughing All Summer Long

VanceWealth Team Update

The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast were in attendance and it brought together our best colleagues from Alaska to Southern California. We enjoyed catching up with other advisors and learning about …