Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to help support a new phase of expansion.
“Over the last three years, we’ve grown our team from 6 to 13 employees while also growing our family of clients,” explained John Vance, President and Visionary of the firm. “From an operational perspective, it’s really important to have someone who can oversee your systems and processes and ensure our client experience is second to none. That’s why we brought Chris back to the team.”
Chris adds an expertise in teaching, operations management and financial planning to the firm, and as COO, he’ll help strengthen and support the team, while continuing to serve as advisor to a select group of clients. He’s most excited to work with people he respects and admires, and he’s eager to help Vance Wealth grow according to plan.
“I’m extremely excited about this role because I get to work with a lot of different people. I get to focus on the overall offerings and growth of the firm, while also figuring out how I can break down barriers for a team that’s already doing great work,” Chris explained. “My goal is to allow our team members to focus on the areas where they excel and provide support in the areas where we can grow.”
With two master’s degrees in education and business administration – and nearly a decade of experience in the financial planning industry – Chris is perfectly positioned to help teach business owners how to run a financially sound and operationally efficient company. While he began his career with Teach For America, he eventually turned his passion for education toward the financial world. He’s worked for a nationally recognized financial firm, a Beverly Hills-based Registered Investment Advisor (RIA) and, previously, for Vance Wealth.
In 2013, Chris first joined the team to streamline operations, implement a new trading platform, oversee the investment committee and help launch Advanced 401k Solutions – all while managing his own book of clients. He quickly learned that his passion lied in the business owner’s journey, and in 2017, he decided to deepen his knowledge by pursuing his MBA.
“I realized I had a gap in my understanding of a business owner’s journey, specifically in terms of operations and how they affect a company’s financial success,” Chris explained. “To best serve my clients, I knew I needed to get a clearer understanding on what goes on internally. Only then could I be of true value when looking from the outside in.”
Vance Wealth is founded by John Vance and headquartered in Santa Clarita, with an additional office in Pasadena. To schedule a complimentary consultation with Chris Pelch, please call 661-775-0950, email firstname.lastname@example.org or visit VanceWealth.com.
About Vance Wealth
Since 2003, Vance Wealth has served as a premier Santa Clarita-based financial planning firm passionately committed to helping clients and families succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs.
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.