VerifiedFinancial Services· Founded 2003

Vance Wealth

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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Santa Clarita, United States24(11 to 50)$1M to <$10M2003vancewealth.com LinkedIn

Verified contacts

24

available on Kipplo

LinkedIn employees

24

11 to 50 range

Open roles

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no listings

Distinct roles

20

indexed titles

Tech stack

1

tools in use

Monthly traffic

81

organic / mo

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Top roles at Vance Wealth

20 distinct titles indexed · top 10 shown.

3wealth advisor
2partner
1401(k) client service and operations manager
1administrative assistant
1associate advisor
1chief operating officer
1client services associate
1client services manager
1director of coaching & implementation
1executive administrative assistant
+10more titles

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