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  • 17 Nov 2021 by Matt Stone

    SANTA CLARITA – In response to persistent, exceptional drought conditions throughout the Santa Clarita Valley and the state, SCV Water activated Stage 1 of its Water Shortage Contingency Plan and Water Conservation and Water Supply Shortage Ordinance this week.

    Stage 1 establishes a framework to prohibit common, but easy to correct, water waste practices. These activities will convert wasted water to beneficial use for future years should drought conditions persist and will assist the Valley with the Governor's 15% of 2020 voluntary conservation call.

    “Our customer’s efforts are trending in the right direction, but we still need to work together to ramp up additional conservation across the Santa Clarita Valley, so we can achieve our voluntary target,” said SCV Water’s General Manager Matt Stone. “We’ve saved during past droughts, and we’re confident our customers will take this call to practice voluntary conservation to heart.”

    California has entered its third year of drought and reservoirs remain at critically low levels. These conditions prompted Governor Newsom to proclaim a statewide drought State of Emergency and call on all Californians to voluntarily reduce their water usage by 15%. Additionally, as the statewide conservation response in July and August fell short of the goal, the governor’s emergency proclamation directs agencies to execute their urban Water Shortage Contingency Plans to supplement voluntary conservation. Stage 1 of the Agency’s Water Shortage Contingency Plan and Water Conservation Supply Shortage Ordinance not only support water conservation through strategies prioritizing education and engagement, but also includes prohibition of certain wasteful water practices.

    In light of both statewide and local hydrologic conditions, consecutive dry water years, record low precipitation, and in response to the governor’s emergency proclamations, SCV Water has proactively implemented strategies to mitigate potential supply shortages, educate the public on the status and impacts of the current drought, and to encourage water conservation.

    “SCV Water is drought-ready,” said SCV Water’s Sustainability Manager Matt Dickens. “Curbing water waste, especially outdoors, is simple and low cost, and SCV Water offers our customers many programs to increase water efficiency. We are here to help.”

    Stage 1 Explained

    The Stage 1 action encourages customers to voluntarily reduce their water use by a minimum of 10% and to participate in the many available programs to increase water-use efficiency, including:

    • Rebates for turf replacement, smart irrigation controllers, high-efficiency irrigation upgrades and more
    • Free Home Drought Ready Check-Ups
    • Irrigation tune-ups
    • Leak detection device incentives
    • Online WaterSMART Workshop, gardening classes and other resources In addition, watering restrictions take effect that prohibit the following actions:
    • Allowing runoff onto non-irrigated areas when irrigating with potable (drinking) water
    • Using hoses with no shutoff nozzles to wash cars
    • Using potable water to wash sidewalks, driveways and hardscapes
    • Using potable water in decorative water features that do not recirculate the water
    • Irrigating outdoors during and within 48 hours following precipitation of a quarter inch or more
    • The irrigation with potable water of ornamental turf on public street medians

    “We know that many of our customers already embrace these water-wise practices, and just hope to remind them that these simple actions can achieve significant savings,” said Dickens.

    Community Engagement

    To further support these efforts, SCV Water will increase public outreach and education for our customers and community. The Agency has also partnered with the City of Santa Clarita and L.A. County Waterworks District #36 to form a Sustainable Water Action Team (SWAT), to coordinate drought efforts and outreach. SCV Water will continue to monitor the situation to determine the best next course of action.

    For more information and resources, visit



    About SCV Water:

    The Santa Clarita Valley Water Agency (SCV Water) is a full-service regional water agency located in the Santa Clarita Valley. SCV Water provides water service to approximately 75,000 business and residential customers. It was formed on January 1, 2018, when local water suppliers combined into one integrated, regional water provider. More information can be found at

    For more information, please contact:

    Kathie Martin Communications Manager SCV Water

  • 02 Nov 2021 by Vance Wealth

    At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning.

    Of course, we use creative tax strategies to help our clients maximize their savings each year, but we also look at the bigger picture. We plan for the present with the future in mind.

    It’s a balance – and it’s where we excel.

    “Business owners of all sizes have the prudent goal of minimizing their tax burden, but the idea is not to avoid taxes, simply for the sake of avoiding taxes,” explained John Vance, President and Visionary of Vance Wealth. “Our goal is to maximize your savings over the course of your lifetime by making strategic and intentional choices today.”

    That’s how we help our clients forge an achievable path to something greater, and we want to help you do the same. Here are three tax strategies to help your business save on taxes in the long run.

    1. Tax Planning

    Refreshing your tax plan encourages you to rethink your approach to tax savings, by creating a long-term plan to lower the cost in the future. Sometimes, it’s just a matter of asking the right question: How do I create more tax savings over the life of my business, not just this year?

    1. Charitable Giving Deductions

    The tax code for charitable giving deductions changed significantly in recent years, and if you haven’t adjusted your strategy, you’re missing out on valuable savings. Similar to the change in mindset required for big-picture tax planning, charitable giving deductions require a little forward thinking. By planning for a lifetime of giving, you save more and give more. That’s what we call a win-win.

    1. Payroll Structure

    Many business owners don’t realize it, but how you decide to pay yourself and your family impacts your payroll tax and personal income taxes. The amount you pay yourself, as well as the pay structure you use, can make a big difference in your tax plan. For example, if your kids have part-time jobs at your company, simply adding them to payroll can help you save.

    We’ve helped dozens of clients review their business and tax plans to save thousands up front – and achieve even more in the long run. If you haven’t reviewed your plan in the last year, we would love to help you see the difference thoughtful planning can make, now and for years to come.

    To book a complimentary consultation with one of our Wealth Advisors, please visit our website to set up an appointment.


    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. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

  • 01 Oct 2021 by Flair Cleaners

    VALENCIA, CALIF., October 1, 2021 Flair Cleaners, Southern California’s leading eco-friendly dry cleaners, announced its 3rd Annual Cancer Fundraiser, which will take place throughout the month of October. Customers may donate to Flair Cleaners in Valencia, 27011 McBean Parkway (at Magic Mountain Parkway), and designate which of three nonprofits to support, the National Breast Cancer Foundation, ZERO - The End of Prostate Cancer, and CURE Childhood Cancer.

    “Every year these diseases impact thousands in our communities, including our family, friends, and customers,” said Gary Futterman, Flair Cleaners Owner. “That’s why we are dedicating October to building awareness, raising funds, and supporting efforts to find cures for breast, prostate, and childhood cancers.”  

    100% of customer donations go directly to one of these nonprofits. Flair Pickup and Delivery customers can email or call Flair for information on ways to donate. Flair will match the total donations up to $5,000 for the campaign.

    •       National Breast Cancer Foundation - providing help and inspiring hope to those affected by breast cancer through early detection, education, and support services.

    •       ZERO - The End of Prostate Cancer - working to end prostate cancer, advance research, and improve the lives of men and their families.

    •       CURE Childhood Cancer - raising funds to advance research, lobby important legislation, and provide support to thousands of childhood cancer patients and their families.

    About Flair Cleaners

    Since 1958, Flair Cleaners, a family-owned business, has delivered on its promise to provide exceptional quality and personal service that brings new "life" into our clients’ wardrobes and home accessories.  With four locations – Redondo Beach, Santa Monica, Studio City, and Valencia – Flair Cleaners has earned a reputation as a trusted pillar of the community through its family’s commitment to eco-friendly cleaning, contributions to educational, veteran, and other nonprofit organizations, and outstanding quality that helps customers look their best.  For more information on Flair Cleaners, its community service or its green environmental practices and awards, visit, follow us on Instagram, or like us on Facebook.


  • Santa Clarita, California:  The Zonta Club of Santa Clarita Valley will present two events to celebrate women in film: First, a twilight celebration honoring ten incredible local women who are leaders in the Santa Clarita Valley taking place on Thursday, October 14th at 5:00 p.m., and culminating in the viewing of the 2021 LUNAFEST™ film festival at the Newhall Laemmle Theaters; and second, a conference taking place at the University Center, College of the Canyons on Saturday, October 16th from 9:00 a.m. until noon and featuring ten accomplished film industry professionals.

    Zonta SCV is proud to bring LUNAFEST™ to Santa Clarita for the 10th year. This milestone has given Zonta the opportunity to also showcase outstanding local women in film and associated businesses not only for their accomplishments but for their leadership in helping aspiring women to also enter the industry in one of its many businesses and roles. Zonta wants to increase training and employment opportunities and mentoring for SCV women who seek careers in the burgeoning local film industry.

    The exciting Celebration of SCV Women in Film event on October 14th will honor ten amazing business leaders who work in the film industry and associated businesses. These women have reached leadership roles in established companies, or they have created a business of their own through their visionary and entrepreneurial talents. Before being led to the Laemmle Theaters for the viewing of the LUNAFEST films, guests will be treated to a delightful array of appetizing and robust small plates, wine, and a mimosa bar. Sponsorships with concierge service and tickets are available at

    Following this exciting celebration, a Conference focusing on Saturday, October 16th on “How to Get In and How to Get Ahead” will encourage and inspire an audience comprising women of all ages who want to get into the film industry and other businesses. The two panels will feature many of the leading women who will have been honored at the “SCV Women in Film” celebration. This event is free-of-charge.

    Nicole Miller, President of Zonta SCV, said “We are looking forward to honoring these great women and assisting others to break into the film industry.”

    Helping women improve their status has long been the goal of 47-year-old Zonta SCV. This is accomplished through a variety of initiatives including addressing women’s health problems, creating service projects dealing with domestic violence, scholarship programs for women advancing their status through education, a monthly on-line women’s workshop dealing with topics of interest and learning for women who are underserved, a robotics program for middle school girls, a community grants program for local nonprofit agencies that have special programs which advance Zonta’s mission, and more. Dollars raised through the event will support the many philanthropic, advocacy and service activities of Zonta.

    Sponsorships and tickets are available at The Saturday Conference is free-of-charge; however seating is limited so reservations are required at


  • 22 Sep 2021 by Vance Wealth

    Join John Vance & Brian Koegle as they discuss strategies to help you protect your business and achieve more in 2022. 

    When: Thursday, October 7th from 9:00am - 10:30am

    Register here:

    Topics covered include:

    • Business and Tax Planning Strategies
      • Payroll optimization 
      • Retirement Plan design
      • Year-end Tax Strategies
      • Employee Retention 

    • Legal Matters
      • California Employer Best Practices
      • Compensation
      • Meals & Rest Periods
      • Leaves of Absence

    About your speakers:






























    Disclosures: 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.

    The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

    The information is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client.

  • 04 Aug 2021 by Vance Wealth

    Santa Clarita 401k Advisor offers new benefit to help employers attract talent

    Financial education can provide competitive edge in hiring shortage

    Santa Clarita, Calif. — Santa Clarita wealth management firm and 401k Advisor Vance Wealth recently announced a new benefit that may help local businesses attract and retain top talent. The added perk could give employers an edge if they’re experiencing a hiring shortage.

    Vance Wealth now offers a 30-minute financial planning session to all participants enrolled in an Advanced 401k Solutions custom retirement plan. In this targeted one-on-one session, each employee receives specific, actionable financial guidance that will make an immediate difference in their lives.

    “A great way to stand out and remain competitive is to offer a superior benefits package, especially if increasing wages isn’t an option right now,” explained Jason Lane, director of retirement accounts for Vane Wealth. “This planning session will help employees make the most of their benefits, and it can help them set up a strong foundation for their financial future.”

    The perks of financial education and planning should not be underestimated. An attractive benefits package – complete with financial education and support – is an excellent way to win over your industry’s top talent, especially while many businesses are struggling to hire workers. 

    And it’s not just a benefit for employees. Programs that support employee financial wellness are a win-win for the employer and the employee.

    Improving employees’ financial stability can improve the ROI on labor costs by lessening financial stress so they can focus on their work, according to a report by the workplace technology firm Ceridian. The result is an increase in their productivity and reduced absenteeism.

    “Our passion is providing financial education that benefits both the employer and the employee – to help create a stronger, more effective team that achieves more together,” Lane said.

    To learn more about the new Advanced 401k Solutions offering, please call 661-775-0950 to schedule a complimentary consultation with a Vance Wealth adviser, or visit or schedule a complimentary consultation meeting



    About Advanced 401k Solutions

    At Advanced 401k Solutions, we take pride in designing highly customized solutions that meet the distinct needs of each of our clients. We believe there is no such thing as a “one size fits all” approach to retirement planning and collaborate with our clients to develop plan review processes that work for them.

    Our team is focused on providing outstanding service to help plan sponsors meet their fiduciary duties and to assist plan participants in achieving their retirement goals. We aim to accomplish this by increasing the transparency of plan fees, providing an in-depth understanding of investments, and offering superior educational resources.

    About Vance Wealth

    Since 2003, Vance Wealth has served as a premier financial planning practice 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. To schedule a consultation and learn more, call 661-775-0950, email or visit

  • Logix Federal Credit Union announced Thursday that, for the fourth consecutive year, it has been awarded on the Forbes list of America’s Best-In-State Credit Unions 2021. This prestigious award is presented by Forbes and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on June 24 and can be viewed at America’s Best Credit Unions In Each State 2021.

    Forbes and Statista identified America’s Best-In-State Credit Unions 2021 based on an independent survey of approximately 25,000 U.S. consumers who were asked to rate credit unions at which they have or previously have had checking accounts. Participants made recommendations regarding overall satisfaction. They also assessed banks in the following areas: trust, terms and conditions, branch services, digital services, customer service, and financial advice.

    Based on the results of the study, Logix staff is ecstatic to be recognized on the Forbes list of America’s Best-In-State Credit Unions 2021. Logix members continue to vote the credit union best, as Logix is one of two credit unions in the entire state honored with this award for four consecutive years.

    “We’re fortunate to have the best members,” said Kevin Rishko, SVP of Retail Banking and Loan Centers. “Year over year, they vote Logix as their preferred financial institution with surveys and by referring
    friends and family. We are grateful to have their support.”

    Forbes ranked Logix near the top in scores for most trusted credit unions, and for being a financial institution members would recommend to their friends. Logix CEO Ana Fonseca shared her gratitude for member support.

    “Attaining this recognition during normal times is commendable, but the fact that we’ve achieved it during the most challenging time in our history demonstrates our commitment to helping our members thrive even during the most difficult times.”

    About Logix
    Chartered in 1937, Logix Federal Credit Union offers a full menu of financial services, and surcharge-free access to 30,000 ATMs nationwide. Logix Federal Credit Union is rated “superior” for financial strength, and is the largest credit union headquartered in Los Angeles County, with more than 215,000 members and $8 billion in assets. Logix operates 18 branches in Los Angeles and Ventura counties. Federally insured by NCUA. Logix is an Equal Housing Lending. NMLS ID 503781. For more information, visit

  • 16 Jun 2021 by Vance Wealth

    At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater.

    For business owners, this includes a financial plan for your company that’s as comprehensive as your personal plan – and it all starts with four best practices that set up every business for success.

    “One of the first things we do for our business owners is look at the foundation of their business planning,” explained John Vance. “Often, our initial goal is to help create some confidence and clarity, and there are four key areas that help us establish this.”


    1. Build cash reserves.

    First, we focus on building cash reserves for at least six months. Over time, we build this up to two years of cash reserves. To establish this vital safety net, we pull from various sources:

    • Bank reserves
    • A business line of credit
    • Personal investments that can be used as collateral, in an emergency


    1. Manage your accounts receivable.

    One of the areas businesses often look past is their accounts receivable, but having too much cash tied up in accounts receivable can really crush a company. Here are a few simple strategies to correct an imbalance:

    • Collection periods should be shortened to less than 30 days.
    • If needed, implement a retainer, especially in service- based businesses.
    • Have an attorney properly draft all your contracts and agreements.


    1. Establish an emergency plan.

    As the business owner, you carry the weight of your company’s operations on your shoulders every day. But what would happen if something happened to you? Creating an emergency plan gives you the confidence that things will be taken care of, according to your wishes, no matter what. Here are a few steps to implement a solid emergency plan:

    • Fund a buy/sell agreement: a legally binding document that permits your business to continue operating in the event of the death, disability or retirement of the business owner.
    • Make sure everything is properly documented with your attorney.
    • Gather all your legal documents in a protected yet accessible place, and have a plan for who will access them in the event of an emergency.


    1. Develop an exit strategy.

    Finally, it’s important to develop an exit plan for your business. This is where your personal financial plan really comes into focus. Ask yourself: How much is enough for me and my family? What are my goals, and how much do I need to get me there? Your exit plan should include:

    • Your minimum dollar amount for the sale of your business
    • How to continue the legacy of your business with employees and customers
    • Other wishes and goals you hope to achieve


    • Are ready to take the steps needed within your business? To book a complimentary consultation with one of our Wealth Advisers, We would love to help you achieve more.

  • On June 22nd at 1:00pm executives are invited to participate in an interactive online workshop presented by experts in the fields of cyber-security and cyber insurance. The session will focus on securing the remote workforce and home office and promote an understanding of how cyber insurance fits into an overall cyber security strategy. Participants can register at

    LBW Insurance and Financial Services and the Pepperdine Graziado School of Business are partnering to bring this executive education opportunity to the business community. Three cyber specialists will present the program. The first is the Deputy Chief Information Security Officer for the County of Los Angeles, Jeffrey Aquilar, MBA, CISM, CRISC, CDPSE. Second is Howard Miller, CRM, who is the director of the Tech Secure® division of LBW Insurance and Financial Services. The third industry expert is Charla Griffy-Brown, PhD, a professor of Information Systems and Technology Management at Pepperdine’s Graziadio Business School.

    Participating executives will be updated on today's cyber threat environment and what they need to know to be better protected. The first portion of the workshop will include briefs from the three industry specialists and the remainder of the session will be a customized interactive learning experience. The program will offer a risk-based approach to cyber insurance and how to implement cyber insurance as part of an overall strategy. Participants will also learn steps to secure today's remote workforce, especially focusing on securing the home office.

    This 90-minute online workshop is for Board and Executive leadership and is designed to educate and reinforce the tools needed to sustain organizations in an emerging post pandemic cybercrime environment.

    About LBW Insurance and Financial Services

    Founded in 1922, LBW Insurance and Financial Services provides Property & Casualty, Life, Health, Long Term Care and Disability insurance as well as a complete range of financial services for both businesses and individuals. Headquartered in Valencia, the firm is licensed in all 50 states and is appointed with more than 100 insurance carriers.

    About Pepperdine University Graziadio Business School

    For more than 50 years, the Pepperdine Graziadio Business School has challenged individuals to think boldly and drive meaningful change within their industries and communities. Dedicated to developing Best for the World Leaders, the Graziadio School offers a comprehensive range of MBA, MS, executive, and doctoral degree programs grounded in integrity, innovation, and entrepreneurship. The Graziadio School advances experiential learning through small classes with distinguished faculty that stimulate critical thinking and meaningful connection, inspiring students and working professionals to realize their greatest potential as values-centered leaders.

  • 21 Apr 2021 by Shanele Stoll

    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 or visit

    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.

  • 24 Mar 2021 by SoCalGas

    Southern California Gas Company is excited to share with you an ambitious commitment we’re making -- to achieve net zero greenhouse gas (GHG) emissions in our operations and delivery of energy by 2045.

    SoCalGas’ commitment makes us the largest North American gas distribution utility to set a net-zero target that includes scopes 1, 2, and 3 GHG emissions. We plan to reduce our company’s direct emissions and those generated by customers. This means not only will the trucks we drive, the buildings we own, and the pipelines we operate make this transition, but also the fuel we deliver to our customers will be net zero emissions by 2045.

    America’s decision to rejoin the Paris Climate Agreement reaffirms our national commitment to a global clean energy future. California lawmakers have set even more ambitious goals – carbon neutrality across all sectors of the economy by 2045. SoCalGas supports these goals. As we take this journey to a cleaner energy future, it is vital that energy remain reliable and affordable for all Californians. No energy company is more dedicated to achieving that than SoCalGas.

    SoCalGas’ commitment to net zero 2045 is a natural extension of our decades-long industry leadership. Since the passage of California’s landmark California's Global Warming Solutions Act of 2006 (AB 32), our decarbonization, diversification, and digitalization efforts have supported the reduction of over 7 million metric tons of CO2e below our 1990 levels – the equivalent of removing 1.5 million cars from the road for a year.

    We invite you to read our Climate Commitment here and our press release announcing the news here.

    You can follow our journey to net zero 2045 by visiting

    Thank you for your continued partnership and support

  • 18 Feb 2021 by Vance Wealth

    Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021.

    Since 2003, Vance Wealth has served as a premier financial planning team 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.

    Our mission is to help our clients and families succeed at every step of their financial journey, inspiring them to achieve more. We are committed to stand by their sides to help make the difficult decisions, celebrate life’s joys and be a trusted partner for every moment in between.

    Passionately delivering personal care and expertise. While our clients represent a broad range of unique backgrounds with differing dreams and goals, our team offers specialized experience and deep expertise particularly in the following areas: retirement planning, business planning, loss of a loved one and divorce planning.

    To learn more about John Vance or the advisors at Vance Wealth, more information can be found at


    About Forbes ranking of Best-In-State Wealth Advisors

    Data provided by SHOOKTM Research, LLC.

    Source: (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information:


    About Vance Wealth

    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.