VANCE WEALTH
Financial ServicesView the employees at
VANCE WEALTH-
Jason Lane, MBA Director of Retirement Plans at Advanced 401k Solutions Powered by Vance Wealth
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Stevenson Ranch, California, United States
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Rising Star
Carrisa Flores Paraplanner-
Los Angeles Metropolitan Area
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Rising Star
Tara White Director of Productivity at VANCE WEALTH-
Los Angeles Metropolitan Area
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Rising Star
Anthony Goring Financial Professional-
Los Angeles
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Rising Star
Robin Strauss Director of Client Service at VANCE WEALTH-
Los Angeles Metropolitan Area
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Top 5%
Overview
With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. Specialties: CERTIFIED FINANCIAL PLANNER™ Certified Divorce Financial Analyst ™ https://vancewealth.com/disclosures/
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