Vance Wealth

John Vance is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Vance Wealth since 2020. Prior to this, he worked at Raymond James Financial Services Advisors and has held roles in community education and business organizations. He is a board member and part of the finance committee for the Santa Clarita Valley Chamber of Commerce. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering discretionary wealth management, financial planning, and business consulting. Its investment approach emphasizes long-term fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and outside managers tailored to clients’ cash-flow needs and risk tolerance.

Jason Lane is a financial advisor at Vance Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets, serving individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach focused on fundamental analysis, using ETFs, mutual funds, individual securities, and independent managers, while providing a range of wealth management, financial planning, and business consulting services.

Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

Carrisa Flores is a financial advisor with Vance Wealth in Santa Clarita, CA, holding a Series 65 designation and two years of industry experience. She has been with Vance Wealth since 2021. Flores also spends part of her time involved in insurance sales. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets for individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, fundamental analysis investment approach, utilizing ETFs, mutual funds, individual securities, and outside managers while providing comprehensive wealth management, financial planning, and consulting services.

Jerrod Ferguson is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade with Raymond James Financial Services. He is also an independent insurance agent, dedicating a small portion of his time to this activity. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing discretionary wealth and portfolio management alongside financial planning and business consulting. Its investment approach emphasizes long-term fundamental analysis and tailored asset allocation, utilizing ETFs, mutual funds, and individual securities while acting as a fiduciary.

Niall Shaffery is a CFP® professional with four years of industry experience, currently serving as an advisor at Vance Wealth. His prior background includes a role at Bank of America Merrill Lynch and experience at Poole & Shaffery LLP. Outside of his advisory work, he serves as Vice President of a business professional referral network in Valencia, CA. Vance Wealth is a multi-advisor firm managing approximately $736 million in assets, offering wealth management, financial planning, and business consulting services to individuals, trusts, businesses, and other entities. The firm’s investment approach emphasizes long-term fundamental analysis and diversified portfolios, tailoring asset allocation to client needs while acting as a fiduciary.

Christopher Pelch is a financial advisor at Vance Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Checchi Capital Advisers, LLC, Kudu, Eliqs, LLC, UCLA Anderson School, and Raymond James Financial Services Advisors Inc. Vance Wealth is a multi-advisor SEC-registered firm serving individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach based on fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and independent managers while tailoring asset allocation to clients’ cash-flow needs and risk tolerance.

Tyler Tilton is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vance Wealth since 2020. He previously worked at Raymond James Financial Services and Waddell & Reed. Outside of his advisory role, he is also an independent insurance agent. Vance Wealth is a multi-advisor registered investment advisory firm managing approximately $736 million in assets for individuals, trusts, businesses, and other entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, utilizing ETFs, mutual funds, and individual securities, while offering financial planning, business consulting, and retirement plan advisory services.

Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

Zachary Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Vance Wealth in Santa Clarita, CA. His prior roles include positions at ICE Recovery and Wellness, PredictAP, and the University of California, Berkeley. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets for individuals, trusts, businesses, and other entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, utilizing ETFs, mutual funds, individual securities, and independent managers, while also providing financial planning, retirement plan advisory, and business consulting services.