Team Update
In the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring…
Read MoreVance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
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,…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
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…
Read MoreQ & A with Tyler Tilton
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…
Read MoreHealth Tip – Committed To Continuous Growth in Life & Business
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…
Read MoreVance Team Member Spotlight – Meet Lauren Fox, Director of First Impressions
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…
Read MoreFrom the Desk of John Vance
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…
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