Vance Barse, CPWA®, AIF®

Wealth Strategist & Founder 

ABOUT OUR FOUNDER

Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across the nation.

Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies. 

After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors.

University of Maryland, B.S., Neurobiology & Neurophysiology.

• Wealth Strategist & Founder of Your Dedicated Fiduciary®
• Certified Private Wealth Advisor® (“CPWA®”) professional
• Accredited Investment Fiduciary® (“AIF®”) professional
• Investments & Wealth Institute™, Member
• The Financial Awareness Foundation, Ambassador
• San Diego Mastermind Group, Founder
• Professionals with Purpose, Vice President & Board Member
• Financial Planning Association, Member
• California Alternative Investments Association, Member
• California Society of CPAs – San Diego Chapter, Financial Professional Member & Board Member
• Golden Key International Honour Society, Member
• Rotary Club of Prosper, Rotarian
• Prosper Chamber of Commerce, Member

Eric Prusinski, CFP® 

Eric graduated from Indiana University with a Bachelor’s degree in Public Financial Management. Prior to joining the firm, Eric worked for American Funds for 5 years and then went on to work for a wealth management firm in Indianapolis for 5 years. 

Mr. Prusinski is a fiduciary financial planner who attained the CERTIFIED FINANCIAL PLANNER™ certification. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics requirements established by the Certified Financial Planner Board of Standards. 

Eric is passionate about serving clients and providing financial guidance to help them achieve their goals. In his spare time, Eric enjoys watching sports, spending time with friends and family, walking his dog, Stella, and traveling with his wife, Dr. Rina Yadav.

Indiana University, B.S., Public Financial Management