Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for...
Financial Advisor in Prosper, TX Looking for a financial advisor in Prosper, TX? If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm has an...
Looking for a financial advisor in San Diego, CA If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm is based right here in San Diego, CA. In...
“An investment in knowledge pays the best interest” – Benjamin Franklin. The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because...
It’s amazing how time flies. The Barse family celebrated Delaney’s second birthday last month. Watching our “baby” girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow...
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this. The event...
