Vance Barse, CPWA®, AIF® introduces why he became a fiduciary financial advisor. Prior to founding Your Dedicated Fiduciary®, he spent a decade consulting leading financial advisors and wealth management firms nationwide. He founded Your Dedicated Fiduciary® because...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by the Investments & Wealth Institute to discuss the Certified Private Wealth Advisor® (CPWA®) designation. Download “Fiduciary Wealth Management: The...
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...