Vance Barse's Contact Details

Vance Barse's Company Details

Your Dedicated Fiduciary®

San Diego, CA, us • 5 - 9 Employees
Financial Services

I'm Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®. For nearly 10 years, I was an investment consultant to leading private wealth and retail financial advisors throughout the U.S. I saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved. I became a wealth strategist and founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of my clients. Your Dedicated Fiduciary® dutifully serves high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook. Whether you already have an advisor, or you're looking for an advisor with advanced planning skills, we can help. Please contact us for a free 15-minute consultation.D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.