John Vance Named In Forbes 2024 Best-in-State Advisors List

Santa Clarita, Calif. – Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outstanding financial advisors who have consistently demonstrated excellence in their profession while delivering exceptional service to their valued clients.

“Here’s what our research has found: the very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives,” writes R.J. Shook, President and Founder of SHOOK Research. “When we meet with an advisor in person or on the telephone, we are thinking to ourselves: Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?”

After extensive research and vetting conducted by SHOOK Research, Forbes distinguished John Vance as a Best-in-State advisor out of a pool of 44,990 total nominations, each subjected to high thresholds and rigorous qualifications. Together, the selected 8,507 seasoned advisors manage over $13.5 trillion in client assets. 

The selection process, as outlined by SHOOK, incorporates both qualitative assessments from personal, virtual, and face-to-face interviews, as well as quantitative metrics like revenue trends and assets under management. Additional considerations include service models, compliance records, and industry tenure, with a focus on those exemplifying best practices in client engagement.

“This esteemed recognition not only shines a light on John’s unwavering dedication and expertise but also underscores the trust and confidence our clients place in us every day,” shared Vance Wealth Vice President Jerrod Ferguson. “At Vance Wealth, our mission remains resolute: to guide our families and businesses toward financial prosperity at every turn. Forbes’ recognition reaffirms our pledge to being the trusted partner our clients rely on.”

Established in 2003, Vance Wealth has remained steadfast in its dedication to providing innovative financial planning solutions and unwavering client support across generations. The entire Vance Wealth team works to inspire their clients and community to achieve more, offering guidance and support to navigate through life’s challenges and celebrate its joys.

“We extend our sincere gratitude to each and every one of our clients for entrusting us with their financial futures,” Vance shared. “We are deeply grateful for the opportunity to serve you.”

For the full list and further information, visit here. 

For more information or to schedule a consultation with a Vance Wealth advisor, please visit VanceWealth.com. 

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 Forbes: Best-in-State Wealth Advisors ranking is designated by Forbes/SHOOK Research, awarded in 2024. Forbes/SHOOK Research ranking is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. John Vance does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Forbes: Best-in-State Advisor recipient is no guarantee as to future investment success, nor is there any guarantee that the selected wealth manager will be awarded this accomplishment in the future.

For additional information, please visit our website at www.vancewealth.com. 

Source: Forbes.com 

Data provided by SHOOK® Research, LLC – Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Vance Wealth, LLC nor its wealth advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com