VANCE WEALTH logo

VANCE WEALTH Employee Directory

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.

Find VANCE WEALTH employees' phone numbers or email addresses

VANCE WEALTH Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

VANCE WEALTH's Leadership

  • Stylized image of a person
    L. F.
    Marketing Assistant

VANCE WEALTH Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Business Development
  • Program & Project Management

Contact profiles from VANCE WEALTH

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. F.
    Marketing Assistant
    Oct 22, 2024

Frequently Asked Questions

What is VANCE WEALTH known for?

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VANCE WEALTH was founded in 2003 operates in the Financial Services industry. Explore VANCE WEALTH's company overview page for more information.

What is VANCE WEALTH's most common email format?

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VANCE WEALTH employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more VANCE WEALTH email formats with LeadIQ.

How many employees does VANCE WEALTH have currently?

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VANCE WEALTH has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are VANCE WEALTH's key employees and leadership?

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As of July 2026, VANCE WEALTH's key employees include:

  • Marketing Assistant: L. F.

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