Company Email Format Management

VANCE WEALTH

Financial Services Santa Clarita, California, United States 25 employees

Employees: 25
Contacts: 2
Emails: 2
Phones: 2

vancewealth.com LinkedIn

VANCE WEALTH Overview

Headquarters: Santa Clarita, California, United States
Phone Number: Available in AeroLeads
Website: vancewealth.com
Industry: Financial Services
Employees: 25
Founded: 2003
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Retirement Planning Divorce Planning Business Planning

About VANCE WEALTH

With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. Specialties: CERTIFIED FINANCIAL PLANNER™ Certified Divorce Financial Analyst ™ https://vancewealth.com/disclosures/

VANCE WEALTH Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 2; 50.0% coverage

VANCE WEALTH Org Chart

Sample employees and titles

Name	Title	Location	Contact
John Vance, Cfp®, Cepa®, Cdfa®	Founder & CEO at Vance Wealth	Santa Clarita, California, United States	Email Phone
Jason Lane, Aif	Senior Wealth Advisor at Vance Wealth	Stevenson Ranch, California, United States	View
Brandy Sanchez	Talent Development & Operations Professional	Acton, California, United States	View
Jerrod Ferguson	Vice President at Vance Wealth	Santa Clarita, California, United States	Email Phone