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Degrees
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B.S. Finance, Colorado State University, M.S. Financial Planning, College for Financial Planning; CLU, Chartered Life Underwriter; ChFC, Chartered Financial Consultant
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My Expert Service
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I am a Certified Financial Planner with a Masters degree in Financial Planning. For almost 20 years I have helped individuals and businesses manage their finances. In addition, I am the investment manager for Vance Capital Management and have 45 years of stock market experience. My investing specialty is absolute returns investing or "hedge style" investing which means I construct portfolios for positive returns every year.
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Experience & Qualifications
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I have been an investor for 45 years and have been serving as a Certified Financial Planner for 19 years. Our firm, Vance Capital Management has been named one of the fastest growing independent Registered Investment Advisory (RIA) firms for two straight years. I have managed alternative hedge style portfolios for two years. In 2008, two of our three strategies posted positive numbers outperforming the S&P 500 by over 38%
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Available Modes Of Communication
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email/chat
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Contact
Vance on Finance
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