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,…

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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…

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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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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…

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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…

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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…

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