Below you'll find a list of all posts that have been categorized as “Team Update”
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 was time to celebrate! On Saturday, April 22nd, we hosted our annual Spring Reception at the Vance Wealth office, where the whole team gathered with …
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 member of our leadership team, and we couldn’t be more excited to see him spearheading our expansion efforts in Newport Beach. We knew Tyler’s love …
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 Mothers Outreach’s annual fundraising gala. Many people from our team attended the event, and it was a great way to recognize our local single moms …
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 team possible, so we can serve our amazing clients at the highest level.” Born and raised in the Santa Clarita Valley, Brandy attended post-secondary school …
Patti Handy, Wealth Advisor at Vance Wealth, has announced her decision to resign from Vance Wealth in the Spring to pursue her passion for empowering women through financial coaching. Patti has years of experience as a Financial Advisor and a Mortgage Advisor and has witnessed the overwhelming challenges faced by women when it comes to personal finances. With a heart for teaching, Patti is now venturing out on her own, offering an online program, called Minding Her Money, which also …
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because it’s a time of transition. As we move forward with excitement and optimism for what’s next, I also find it helpful to reflect back on what brought us here. Professionally, I’m filled with as much excitement for the move to Fidelity as I am filled with gratitude for the relationships and support, I’ve experienced from Raymond James for nearly 20 years. When I …
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony Goring researches and communicates timely market information that assists Wealth Advisors in making successful investment decisions. “Portfolio management and financial analysis are the backbone of my role as an analyst,” Anthony explained, “and I really enjoy providing our advisors with any supplemental knowledge they might need regarding the management of our clients’ portfolios.” Originally from the San Fernando and Simi Valley, Anthony attended Royal …
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in Communications from California State University, Northridge. After college, he decided to pursue his interest in financial services and took a position at a large financial …
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our interns and our firm. One of things we identified, after a few years of running the program, was how much of an impact we could …
Meet Jamil Abdullah, Portfolio Manager Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down on his financial education by sitting for two of the most challenging exams in the industry. In 2018, he completed his CFA designation, and in …
