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AI Prospecting for Vance Wealth

Vance Wealth is a financial planning and wealth management firm that provides financial advisory services to individuals and businesses.
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Company data:

Company size:

19 employees

Industry

Financial Services

Headquarters:

26491 Summit Cir, Santa Clarita, CA 91350, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

John Vance
Founder & Chief Executive Officer
Chris Pelch
Chief Operating Officer
Vance B. Gray
President

Latest news about Vance Wealth

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

Vance Wealth has expanded its presence with the opening of a new office in Newport Beach, California, under the leadership of Vice President Tyler Tilton, CFP®, CEPA®, to provide comprehensive wealth management services tailored to the local community's unique goals and aspirations[2].

Vance Wealth has been recognized for the second year in a row as an Inc. 5000 honoree for 2023, highlighting its commitment to visionary leadership and growth[4].

Open job positions at Vance Wealth

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
AI sales outreach emails you can send to Vance Wealth
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