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 …

John Vance Wealth 974x974 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends and Family,  Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the entire family together around one table. We kicked off July with a family trip to Lake Nacimiento, near Paso Robles, in Central California. As guests …

Meet the Team Tyler - Vance Wealth Team Spotlight - Meet Tyler Tilton, Wealth Advisor

Vance Wealth Team Spotlight – Meet Tyler Tilton, Wealth Advisor

VanceWealth Team Update

A numbers guy at heart, Wealth Advisor Tyler Tilton quickly realized the true joy of financial planning was building relationships. Armed with a degree in finance, Tyler entered the financial services industry as an analyst, but within his first year, he learned his professional life needed something more – the satisfaction of helping others. On the recommendation of a family friend and Vance Wealth client, Tyler reached out to John. While there wasn’t an opening on the Vance Wealth team …

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

To Our Vance Wealth Friends and Family, The Spring quarter brought us much to celebrate at Vance Wealth, as well as at home. Since our last trip to Steamboat, Colorado, a couple of the kids were asking for another chance to hit the slopes, so for the kids’ spring break, Lauren, Kate and I took a trip to Salt Lake City, Utah and stayed near Solitude Mountain Resort for a few days. The views were spectacular and the weather ideal. …

Professional Update VW Spring Reception 2019 33 John Carmen Fam 1016x677 - From the Desk of John Vance - Celebrating The Good Times

From the Desk of John Vance – Celebrating The Good Times

VanceWealth Team Update

Our commitment to clients is more than a promise. It’s a care philosophy that drives our culture, values and purpose every day. From planning to actualization, we aspire to inspire — so our families can achieve financial independence and find the confidence to live the life they imagine. We help protect our clients in the difficult times, so we can empower them in the best of times. And sometimes … that means throwing a good old-fashioned block party. This past …

Shanele1 1 1016x1028 - Vance Team Member Spotlight - Meet Shanele Stoll, Marketing Director

Vance Team Member Spotlight – Meet Shanele Stoll, Marketing Director

VanceWealth Team Update

About 5 years ago, Shanele’s journey with Vance Wealth started during carpool on the way to a soccer game. John and Shanele’s daughters were on the same team, so as the two chatted during the ride, John asked Shanele if she would be interested in coming back to work, knowing she would be a perfect match for the company’s culture and core values.   When Shanele first joined the team, she worked as an Administrative Assistant but, quickly transitioned into …