Team Update
Vance Wealth’s Annual Spring Reception: A Fun Event Celebrating 20 Years
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…
Read MoreVance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
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…
Read MoreFrom the Desk of John Vance
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…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
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. āSome of my greatest responsibilities include the recruitment, onboarding and development of our team,ā Brandy shared. āItās essential that we have the best…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because itās a time of transition. As we move forward with excitement and optimism for whatās next, I also find it helpful to reflect back on what brought us here. Professionally, Iām filled with as much excitement for the move…
Read MoreVance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony GoringĀ Ā researchesĀ Ā and communicates timely market information that assists Wealth Advisors in making successful investment decisions. āPortfolio managementĀ andĀ financialĀ analysisĀ areĀ the backbone of my role as an analyst,ā Anthony explained, āand I really enjoy providing our advisors…
Read MoreVance Wealth Team Member Spotlight: Jake Johnson, Simplify365 Associate
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 Bachelorās Degree in…
Read MoreFrom The Desk Of John Vance: To Our Vance Wealth Friends & Family
At Vance Wealth, weāve 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…
Read MoreVance Team Member Spotlight
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…
Read MoreFrom the Desk of John Vance: To Our Vance Wealth Friends and Family
Itās that time again, when we transition from one year to the next, and I have to admit I kind of love everything it represents. The New Year gives us time to reassess and recalibrate our goals, which gives you a clear idea of how to move forward with fresh purpose. At Vance Wealth, we…
Read More