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 easy to understand webinar introduces how three different investor profiles can satisfy their charitable intent by using tax-smart strategies that can reduce taxes and bring more fulfillment to your life.
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance. That’s the subtitle of the article. An excerpt: Advisor Vance Barse of Your Dedicated Fiduciary in San Diego, Calif. operates...
First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...
