Posts Tagged ‘business owner’
We Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, we’re not just a financial planning firm—we’re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, I’m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebrating—both personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Josh’s professional growth…
Read MorePress Release -simplify365®
FOR IMMEDIATE RELEASE simplify365®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA — February 3rd, 2025 — Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…
Read MoreFROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Read MoreStrategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Read MoreVance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
Read MoreVance Wealth Expands Presence with New Office in Newport Beach
Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. — Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its…
Read MoreTracking Your Health as a Busy Business Owner: Key Numbers to Monitor for Better Well-Being
As a busy business owner, taking care of your health may not always be at the top of your to-do list. However, tracking certain numbers allows you to stay on top of your health and make informed decisions to enhance your overall well-being. Blood pressure – High blood pressure can lead to serious health problems,…
Read MoreUnderstanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner. The Corporate Transparency Act (CTA) requires certain businesses…
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