The Firm

As independent financial advisors, our relationship with Raymond James allows us to offer you a high level of client service. Our objective is to ensure our team is working diligently to provide you with superior service. Our value is our ability to help manage your wealth and organize your finances so you can focus on what is important to you.

Our team is committed to continued education regarding the financial industry, the markets, and specific investments. We believe it is what allows us to stay at the top of our game with the advice and strategies we offer.

We believe our clients understand the value of having a trusted team on their side, and the Vance Wealth Group client experience is built on communication, service, and personalized advice.

Our team of experienced and knowledgeable advisors serve a wide range of successful individuals with comprehensive wealth management strategies. We are here to help you plan your financial future.

Welcome to Vance Wealth Group

Check out our new Introduction to Vance Wealth Group video recently revealed by SchlickArt!

Posted by Vance Wealth Group, Inc. on Thursday, September 1, 2016
 
John M. Vance, CFP®, CDFA™

John Vance

PRESIDENT, VANCE WEALTH GROUP

John Vance is the founder and president of Vance Wealth Group. In 2003, he opened his branch office and began his relationship with Raymond James Financial Services. His plan-driven approach has been a major factor in helping his clients reach their goals. He has extensive experience working with individuals and families, guiding them in addressing their financial concerns and helping them to reach their financial goals. John is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) with Raymond James and a Certified Divorce Financial Analyst™ (CDFA™). A Los Angeles native, John currently lives in Valencia with his fiancé Carmen and their six children. He enjoys an active lifestyle including golf, running, cycling, and the occasional triathlon. John holds a Bachelor of Science with a major in finance and a minor in economics from Santa Clara University.

Check the background of this advisor on FINRA’s Brokercheck

Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 
The Advisors

Jerrod Ferguson

Financial Advisor

Jerrod Ferguson has been an advisor with Vance Wealth Group since 2008. Jerrod is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Life and Health Insurance license from the California Department of Insurance. Jerrod is responsible for preparing and updating your financial plan, as well as performing research and monitoring your investments. His main focus areas include money management and financial planning. Jerrod works in tandem with John on all client relationships and is the first point of contact for all client financial planning needs. Jerrod has a Bachelor of Science in Management from California State University, Northridge. He grew up in Santa Clarita, and currently lives in Los Angeles, which he loves to explore and photograph in his free time.

Check the background of this advisor on FINRA’s Brokercheck

Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chris Pelch

Financial Advisor

Chris Pelch joined Vance Wealth Group as an advisor in 2013. Chris focuses on money management, trading and financial planning, and evaluating the suitable life, disability, and long term insurance needs of our clients. He is also responsible for the due diligence of our variable annuities and sub-accounts. Prior to joining our team, Chris Pelch studied Political Science at the University of California, Irvine. After graduation Chris taught high school science in St. Louis, MO for two years before transitioning into the financial industry. Outside of work Chris enjoys golf, playing and coaching basketball, and is an active member in the Pasadena Junior Chamber of Commerce (“Jaycees”).

Check the background of this advisor on FINRA’s Brokercheck

 
The Support Team

Barbara Erickson

Client Services Manager

As our Client Service Manager, Barbara Erickson coordinates all client needs between Vance Wealth Group and Raymond James. She initiates all account paperwork and manages all aspects of money movement. Barbara understands the complexities and unique needs of our clients and is the go-to person for any account needs. She ensures that our clients have a smooth transition to our firm, and provides superior customer service through her dedication and commitment to excellence. Barbara lives in Valencia with her husband John and they love hiking, kayaking, fishing, gardening, and spending time with their family.

Lisa Maloney

Executive Assistant

Lisa Maloney is an integral team member at Vance Wealth Group. She ensures that operations in the office run smoothly, and helps keep the entire team organized. After knowing John personally through their daughters, John invited her to return to the workforce and join his firm in 2012. Prior to her days as a stay-at-home mom, Lisa enjoyed a career in medical sales with a BA degree from UC Irvine. Lisa, her husband, Tom, and their two children are Santa Clarita residents and enjoy skiing, travel, soccer and exercise.

Shanele Stoll

Office Assistant

Shanele Stoll works part-time at our Valencia office supporting the team wherever she is needed. She and her high school sweetheart have three daughters, and they keep her busy with the PTA Executive Board and Soccer Clubs, where she met John and was introduced to Vance Wealth Group.

 
Raymond James

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries primarily engaged in investment and financial planning, in addition to investment banking and asset management. The firm’s stock is traded on the New York Stock Exchange(RJF). Through three broker/dealers, more than 6,800 financial advisors serve approximately 2.8 million accounts in approximately 2,800 locations throughout the United States, Canada and overseas.

We work closely with several key areas of the firm to provide specialized wealth management services to meet the sophisticated needs of successful clients.

Noted nationally for its community involvement, corporate philanthropy and leadership in support of the arts, Raymond James is regularly recognized as an industry leader, and we are proud to offer sercurities through them to serve our clients.

*The data provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Data is as of 6/30/2016.

John Vance, CFP®, CDFA™ is the founder of Vance Wealth Group, Inc. He has extensive experience working with individuals and families, counseling them on their financial concerns and guiding them towards their financial goals. John is a seasoned instructor with a passion and commitment to educating clients, professionals, and members of the community. He has taught courses through Pasadena City College Extension for over 10 years, and is frequently invited to speak at seminars and workshops throughout the greater Los Angeles area. He is available to present at speaking engagements on a number of topics. Also, many presentations are available for CPE credits for licensed California CPAs!Contact our Marketing Director to learn more.

Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Start Today!


Our team of advisors are ready to help you acheive your goals and build your financial future.

To learn more about what we can do for you, contact us today!


888-775-0950

 

* These fields are required.