Vance Barse, Cpwa®, Aif® Email and Phone Number
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Vance Barse, CPWA®, AIF® is a Wealth Strategist & Founder of Your Dedicated Fiduciary®. Mr. Barse began his career in the financial services industry at Altegris Investments where he served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved. After nearly a decade in this role, Vance became a financial planner and founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients.Vance is dedicated to his clients, putting their best interests first, and views the client-advisor relationship as a long-term, trusting partnership. Not surprisingly, Mr. Barse and his clients often share similar lifestyle interests including family unity, health & well-being, music of various genres, and academia. Mr. Barse diligently works alongside his clients’ allied professionals—CPA, estate planning attorney, CFO, family board, other financial advisers, etc.—such that the net impact is the best result.Prior to Altegris, Vance was a Corporate Officer and Administrator for a behavioral healthcare firm in La Jolla, CA where he directed strategic growth initiatives and corporate strategy. Vance holds a bachelor’s degree in Neurobiology & Neurophysiology from the University of Maryland where he served as a Howard Hughes Medical Institute Fellow studying the onset and progression of Alzheimer’s Disease. Mr. Barse was also a member of Golden Key International Honour Society.Vance believes in the value of community. As such, he serves as a voting board member and Vice President of the non-profit Professionals with Purpose. Mr. Barse is also a mentor for Just in Time for Foster Youth, volunteer educator, motivational speaker, and Ambassador for the Financial Awareness Foundation. Vance has been quoted by Investment News, Investment Advisor, CNBC, Bloomberg Radio, and Barron’s.Residing in coastal San Diego, Vance, his wife Jodi, and their two children enjoy spending time with family, charitable endeavors, their pets, outdoor activities, and travelling. Vance is an investment adviser representative of Commonwealth Financial Network.
Your Dedicated Fiduciary®
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Wealth Strategist & FounderYour Dedicated Fiduciary® Mar 2015 - PresentProsper, Texas, UsAs Wealth Strategist & Founder of Your Dedicated Fiduciary®, Vance dutifully serves high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisers overlook. Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, Vance can help.D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network, a Registered Investment Adviser. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html. -
Partner - Divisional Sales DirectorKopernik Global Investors Sep 2013 - Feb 2014Tampa, Fl, UsTraveled full-time across the Southern region covering the wire house, RIA, IBD, family office, and "regional" channels in the distribution of Kopernik global equity strategies. Partnered with key home office personnel and due diligence analysts in the execution of selling agreements, platform approval, and effective support of individual advisors, large advisor teams, and regional sales specialists. Strategized with the CIO & Founder, National Sales Director, Private Client Associate, and multiple departments in the planning and execution of various initiatives. -
Vice President, Southeast Regional Director Of Intermediary RelationshipsAltegris Investments Jan 2011 - Aug 2013La Jolla, Ca, UsTraveled full-time as an external consultant across eight states covering the wire house, RIA, IBD, family office, and “regional” channels. Represented Altegris funds in multiple lines of business, delivered polished and articulate presentations on investment disciplines, and attended annual conferences and regional road shows. Utilized my analytical background and consultative relationship-building approach to prospect and gain trust of advisors.Executed a team business plan incorporating intermediary channel team members and Altegris resources to meet and exceed sales goals. -
Vice President, Southeast Regional Consultant Of Intermediary RelationshipsAltegris Investments Jan 2008 - Dec 2010La Jolla, Ca, UsPromoted to Southeast Regional Director in December, 2010.Established key relationships across the U.S. as an internal consultant covering RIA, IBD, family office, and “regional” channels. Efficiently worked with multiple externals as the sole internal covering the entire country for six months and two-thirds of the country for one year.Successfully trained new hire internals on multiple product lines and distribution channels.Effectively used business analytics to prioritize territory coverage. -
Associate Vice President, Client Relationship ManagerAltegris Investments Jul 2007 - Dec 2007La Jolla, Ca, UsPromoted to Vice President, Southeast Regional Consultant of Intermediary Relationships in January, 2008.Worked as a liaison between the CEO, National Sales Director, and multiple departments to facilitate the implementation of the intermediary distribution channel. -
Business Administrator & Corporate OfficerPyrysys Aug 2004 - Dec 2006Effectively boosted sales 32% in 2005 by educating prospective clients on the benefits of selecting our products and services over key competitors.Attended industry conferences to present customized behavioral healthcare services.Developed and directed a strategic marketing initiative that included nationwide television advertisements on MSNBC and CNN, a streaming website video, and DVD distribution at industry conventions.
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Office ManagerPyrysys Feb 2004 - Jul 2004Promoted to Business Administrator & Corporate Officer after six months.Led a seven member team in consistently meeting and exceeding corporate goals and objectives.Delivered enterprise-wide benefits meetings, communications, and reminders.
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General ManagerAllied Counseling Group Mar 2002 - Feb 2004Increased sales 137% in one year by selling customized employee assistance programs to a broad range of regional businesses. Conducted motivational interviews, performance analysis, and team building.Directed business growth per the vision and mission.
Vance Barse, Cpwa®, Aif® Skills
Vance Barse, Cpwa®, Aif® Education Details
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University Of MarylandNeurobiology And Neurosciences
Frequently Asked Questions about Vance Barse, Cpwa®, Aif®
What company does Vance Barse, Cpwa®, Aif® work for?
Vance Barse, Cpwa®, Aif® works for Your Dedicated Fiduciary®
What is Vance Barse, Cpwa®, Aif®'s role at the current company?
Vance Barse, Cpwa®, Aif®'s current role is Wealth Strategist & Founder of Your Dedicated Fiduciary® ♦ Investment Advisor ♦ Non-profit Board Member.
What is Vance Barse, Cpwa®, Aif®'s email address?
Vance Barse, Cpwa®, Aif®'s email address is va****@****gwm.com
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Vance Barse, Cpwa®, Aif®'s direct phone number is (858)-459*****
What schools did Vance Barse, Cpwa®, Aif® attend?
Vance Barse, Cpwa®, Aif® attended University Of Maryland.
What skills is Vance Barse, Cpwa®, Aif® known for?
Vance Barse, Cpwa®, Aif® has skills like Alternative Investments, Hedge Funds, Investments, Investment Advisory, Separately Managed Accounts, Asset Management, Series 7, Finra, Series 24, Public Speaking, Managed Futures, Business Development.
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