Legacy Series: Avoiding Common Mistakes When Transferring Wealth

By Shanele Stoll | February 5, 2025

An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnā€™t easy, and there are three common mistakes we often seeā€”mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…

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Have You Subscribed to Our YouTube Channel Yet?

By Shanele Stoll | February 5, 2025

Donā€™t miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as theyā€™re available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…

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We Are Hiring!

By Shanele Stoll | February 5, 2025

Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, weā€™re not just a financial planning firmā€”weā€™re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weā€™re seeking an Investment Associate to support investment and trading operations. In this role, youā€™ll ensure the smooth execution of trades, manage…

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From the Desk of John Vance

By Shanele Stoll | February 5, 2025

To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, Iā€™m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingā€”both personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…

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Josh Mumper Earns CERTIFIED FINANCIAL PLANNERā„¢ Designation

By Shanele Stoll | February 5, 2025

Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today weā€™re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNERā„¢ (CFPĀ®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Joshā€™s professional growth…

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Vance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth

By Shanele Stoll | August 27, 2024

SANTA CLARITA, California ā€” 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…

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7 Social Security Myths & Truths

By Jerrod Ferguson | September 12, 2023
The Value of Having Your Kids Work in the Family Business

There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re gettingĀ the mostĀ from your hard-earned Social Security benefits? Deciding when to file can be confusing enough as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic,…

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2021 Q2 Investment Update

By VanceWealth | April 28, 2021

Weā€™ve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much…

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