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Vance Barse, Cpwa®, Aif® Email & Phone Number
Wealth Strategist and Founder
at
Your Dedicated Fiduciary®
1 work email found
@manningwm.com
1 phone found area 858
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Strategist and Founder
Location
San Diego, California, United States
Who is Vance Barse, Cpwa®, Aif®? Overview
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Quick answer
Vance Barse, Cpwa®, Aif® is listed as Wealth Strategist and Founder at Your Dedicated Fiduciary®, based in San Diego, California, United States. AeroLeads shows a work email signal at manningwm.com, phone signal with area code 858, and a matched LinkedIn profile for Vance Barse, Cpwa®, Aif®.
Vance Barse, Cpwa®, Aif® previously worked as Wealth Strategist & Founder at Your Dedicated Fiduciary® and Partner - Divisional Sales Director at Kopernik Global Investors. Vance Barse, Cpwa®, Aif® holds Bachelor Of Science (B.S.), Neurobiology And Neurosciences from University Of Maryland.
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{first}@manningwm.com
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AeroLeads found 1 current-domain work email signal for Vance Barse, Cpwa®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Vance Barse, Cpwa®, Aif®
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.
Listed skills include Alternative Investments, Hedge Funds, Investments, Investment Advisory, and 19 others.
Current workplace
Vance Barse, Cpwa®, Aif®'s current company
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Your Dedicated Fiduciary®
Website
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9 roles
Vance Barse, Cpwa®, Aif® work experience
A career timeline built from the work history available for this profile.
Wealth Strategist & Founder
As 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 Director
Traveled 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.
Sep 2013 - Feb 2014
Vice President, Southeast Regional Director Of Intermediary Relationships
Traveled 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.
Jan 2011 - Aug 2013
Vice President, Southeast Regional Consultant Of Intermediary Relationships
Promoted 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.
Jan 2008 - Dec 2010
Associate Vice President, Client Relationship Manager
Promoted 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.
Jul 2007 - Dec 2007
Business Administrator & Corporate Officer
Pyrysys
Effectively 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.
Aug 2004 - Dec 2006
Office Manager
Pyrysys
Promoted 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.
Feb 2004 - Jul 2004
General Manager
Allied Counseling Group
Increased 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.
Mar 2002 - Feb 2004
1 education record
Vance Barse, Cpwa®, Aif® education
-
University Of Maryland
FAQ
Frequently asked questions about Vance Barse, Cpwa®, Aif®
Quick answers generated from the profile data available on this page.
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 Your Dedicated Fiduciary®?
Vance Barse, Cpwa®, Aif® is listed as Wealth Strategist and Founder at Your Dedicated Fiduciary®.
What is Vance Barse, Cpwa®, Aif®'s email address?
AeroLeads has found 1 work email signal at @manningwm.com for Vance Barse, Cpwa®, Aif® at Your Dedicated Fiduciary®.
What is Vance Barse, Cpwa®, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 858 for Vance Barse, Cpwa®, Aif® at Your Dedicated Fiduciary®.
Where is Vance Barse, Cpwa®, Aif® based?
Vance Barse, Cpwa®, Aif® is based in San Diego, California, United States while working with Your Dedicated Fiduciary®.
What companies has Vance Barse, Cpwa®, Aif® worked for?
Vance Barse, Cpwa®, Aif® has worked for Your Dedicated Fiduciary®, Kopernik Global Investors, Altegris Investments, Pyrysys, and Allied Counseling Group.
How can I contact Vance Barse, Cpwa®, Aif®?
You can use AeroLeads to view verified contact signals for Vance Barse, Cpwa®, Aif® at Your Dedicated Fiduciary®, including work email, phone, and LinkedIn data when available.
What schools did Vance Barse, Cpwa®, Aif® attend?
Vance Barse, Cpwa®, Aif® holds Bachelor Of Science (B.S.), Neurobiology And Neurosciences from University Of Maryland.
What skills is Vance Barse, Cpwa®, Aif® known for?
Vance Barse, Cpwa®, Aif® is listed with skills including Alternative Investments, Hedge Funds, Investments, Investment Advisory, Separately Managed Accounts, Asset Management, Series 7, and Finra.
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