Vance Barse, AIF®Comprehensive Financial Planner

vance

Your Dedicated Fiduciary®
Wealth Strategist & Founder

☎  (619) 237-9977 x309

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Let’s discuss your business!

Vance & Your Dedicated Fiduciary®

I’m Vance Barse, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®. For nearly a decade, I served as an investment consultant to leading private wealth and retail financial advisors nationwide at firms such as Merrill Lynch, Morgan Stanley, UBS, LPL, Raymond James, Ameriprise, etc. As such, I am deeply familiar with the services and strategies financial advisors offer – and, more importantly, the services and strategies they often don’t offer – which is where impactful value can improve your overall financial wellness.

I became a wealth strategist and founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of my clients. I dutifully serve high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook.

Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, I can help.

About Me

Not all financial advisors are the same: who you have serving you can make a big difference in the achievement of your financial goals. Through years of consulting the best and brightest financial advisors around the country, I observed that:

  • The financial services industry is rife with potential conflicts of interest.
  • Too many advisors care about one thing only: just gathering more assets
  • Often times, a large gap exists between the tax and investment worlds, leaving clients underserved.
  • Many advisors don’t offer truly comprehensive planning.

As your dedicated fiduciary, I bridge the planning gap by working alongside your tax professional and estate planning attorney such that the net impact is the best result.

These Are The Services I Can Help You Learn About:

I dutifully serve clients in the following areas of expertise:

  • Comprehensive financial planning
  • Tax reduction strategies
  • Tax-smart investing
  • Estate planning strategies
  • Charitable giving
  • Succession planning
  • Liquidity event planning
  • Multigenerational asset transfer
  • SRI/ESG & socially responsible investing
  • Concentrated stock & real estate strategies

A Good Referral For Me…

Every person’s financial profile is different. As such, I don’t offer cookie cutter financial planning. A typical client for me is a business owner, widow, divorcee, high-income earner, executive, family estate, family business, holder of concentrated stock, charitable donor, heir, or owner of concentrated real estate. I am deeply passionate about serving others, so I am eager to spend 15 minutes on the phone at no cost to evaluate how I may bring value to you.

Organizations, Certifications & Affiliations

  • Wealth Strategist & Founder of Your Dedicated Fiduciary®
  • Accredited Investment Fiduciary® (“AIF®”)
  • San Diego Mastermind Group, Founder
  • The Financial Awareness Foundation, Ambassador
  • Professionals with Purpose, Vice President
  • Financial Planning Association, Member
  • California Alternative Investments Association, Member
  • California Society of Certified Public Accountants, Financial Professional Member & Sponsorship Committee Co-Chair
  • Golden Key International Honour Society, Member

D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

Authenticity, Transparency, & Value – Let’s Talk About Your Financial Goals

Contact Us

We kindly ask that you provide us with full contact details, and that you please include the category of business that you would wish to represent in our group, should you be accepted as a member. Members have exclusive rights to their business category.

Attire is professional. Breakfast is included.