VANCE WEALTH Email Format
Financial ServicesCalifornia, United States11-50 Employees
Vance Wealth is a registered investment advisor operating in the financial services sector, with offices in Santa Clarita, California, and a presence expanded to Newport Beach. The firm provides comprehensive financial planning and wealth management services, anchored by professionals who hold credentials such as CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, indicating a focus on planning, retirement, and personal finance needs. Its client base encompasses individuals and families seeking guidance to improve their overall financial well-being and enable them to make a greater impact on their families and communities. Founded and based in California, Vance Wealth emphasizes a balanced approach that combines care with strategic planning to help clients achieve more in life. The company has grown its footprint over time, including a notable expansion to Newport Beach, reflecting its ongoing efforts to serve clients across Southern California.