John Vance, Cfp®, Cepa®, Cdfa®

John Vance, Cfp®, Cepa®, Cdfa® Email and Phone Number

Founder & CEO at Vance Wealth @ VANCE WEALTH
John Vance, Cfp®, Cepa®, Cdfa®'s Location
Santa Clarita, California, United States, United States
John Vance, Cfp®, Cepa®, Cdfa®'s Contact Details

John Vance, Cfp®, Cepa®, Cdfa® work email

John Vance, Cfp®, Cepa®, Cdfa® personal email

n/a

John Vance, Cfp®, Cepa®, Cdfa® phone numbers

About John Vance, Cfp®, Cepa®, Cdfa®

Vance Wealth's Commitment:At Vance Wealth, we are committed to helping our families and businesses succeed at every step of their financial journey. We inspire them to achieve more, stand by their side to make difficult decisions, celebrate life’s joys, and be a trusted partner in every moment in between.About simplify365®:simplify365®, a division of Vance Wealth, is designed to help empower business owners to navigate the complexities of financial management with ease and confidence. Our mission is to provide comprehensive, personalized financial strategies that strive to simplify the intricacies of wealth management, tax planning, and business operations. By integrating Vance Wealth's long-standing tradition of excellence, client-focused care, and innovative financial solutions, simplify365® extends this legacy into a dedicated service tailored to helping clients maximize their life and business. As a Los Angeles native, I live with my wife Carmen and our six children in Santa Clarita. Carmen and I love getting away and traveling to new places together. If I'm not in the office, volunteering my time, or traveling, you’ll likely find me on the golf course.Let's Connect:Ready to take control of your financial future? Let's connect and explore how Vance Wealth can help you achieve your goals, both personally and professionally.

John Vance, Cfp®, Cepa®, Cdfa®'s Current Company Details
VANCE WEALTH

Vance Wealth

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Founder & CEO at Vance Wealth
John Vance, Cfp®, Cepa®, Cdfa® Work Experience Details
  • Vance Wealth
    Founder & Ceo
    Vance Wealth Feb 2003 - Present
    Santa Clarita, California, Us
  • Raymond James Financial Services
    Branch Manager
    Raymond James Financial Services 2003 - Oct 2020
    St. Petersburg, Florida, Us

John Vance, Cfp®, Cepa®, Cdfa® Skills

Certified Divorce Financial Analyst Financial Analysis Certified Financial Planner Financial Planning Wealth Management

John Vance, Cfp®, Cepa®, Cdfa® Education Details

  • Santa Clara University
    Santa Clara University
  • Flintridge Preparatory
    Flintridge Preparatory

Frequently Asked Questions about John Vance, Cfp®, Cepa®, Cdfa®

What company does John Vance, Cfp®, Cepa®, Cdfa® work for?

John Vance, Cfp®, Cepa®, Cdfa® works for Vance Wealth

What is John Vance, Cfp®, Cepa®, Cdfa®'s role at the current company?

John Vance, Cfp®, Cepa®, Cdfa®'s current role is Founder & CEO at Vance Wealth.

What is John Vance, Cfp®, Cepa®, Cdfa®'s email address?

John Vance, Cfp®, Cepa®, Cdfa®'s email address is jo****@****mes.com

What is John Vance, Cfp®, Cepa®, Cdfa®'s direct phone number?

John Vance, Cfp®, Cepa®, Cdfa®'s direct phone number is +166177*****

What schools did John Vance, Cfp®, Cepa®, Cdfa® attend?

John Vance, Cfp®, Cepa®, Cdfa® attended Santa Clara University, Flintridge Preparatory.

What skills is John Vance, Cfp®, Cepa®, Cdfa® known for?

John Vance, Cfp®, Cepa®, Cdfa® has skills like Certified Divorce Financial Analyst, Financial Analysis, Certified Financial Planner, Financial Planning, Wealth Management.

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