Vance BarseComprehensive Financial Planner
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Vance & Manning Wealth Management
I began my career in the financial services industry as an institutional asset manager where I served as a regional director of intermediary relationships. In that role, I advised and consulted top-ranked 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 be brought to improve your overall financial wellness.
After roughly a decade in my prior role, I decided to join Manning Wealth Management, an independent registered investment advisor, to bring my expertise directly to select individuals and families. I am dedicated to my clients and to putting their best interests first, and I view the client-advisor relationship as a long-term, trusting partnership.
Not all financial advisors are the same: who you have serving you can potentially 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 world and investment world.
• Many advisors don’t offer truly comprehensive planning for business owners and high-net-worth estates.
I bridge the planning gap by working alongside your tax professional and estate planning attorney as your trusted team such that the net impact is the best result.
These Are The Services I Can Help You Learn About:
I serve my clients under a flat retainer consulting agreement that is per project or per year; under the conventional flat percentage cost of assets under management for investment management services; or, depending on the fact pattern, sometimes both.
- Comprehensive financial planning
- Tax alleviation
- Estate planning strategies
A Good Referral For Me…
I don’t have a typical client because every person’s profile is uniquely different. Qualified referrals are owners of any size business, high-income earners, business partners, family estates, family businesses, holders of concentrated stock, executives, charitable donors, and owners of concentrated real estate holdings. I am deeply passionate about serving others, so I am happy to spend 15 minutes on the phone at no cost to you.
Organizations, Certifications & Affiliations
- Member of the California CPA Society
- Member of the Financial Services Institute
- CFP Candidate
D. Vance Barse (CA Insurance License #0L70885) is a registered representative and investment adviser representative with and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services, fixed insurance products, and services offered by Manning Wealth Management are separate and unrelated to Commonwealth. 401 B Street, Suite 2300, San Diego, CA 92101. (619) 237-9977 x309.