Vance Barse, AIF®
Wealth Strategist


Vance’s Blog

Webinar: Selecting the Financial Advisor that is Right for You

This webinar discusses:

  1. Do you know the standard to which your advisor is being held?

  2. Do you know how much your advisor is really charging you?

  3. Is your advisor bridging planning gaps that often exist?

  4. Comprehensive planning – what is it, why is it important to you, and are you receiving it?

  5. How do you choose the advisor that’s right for you?

Speakers: Vance Barse, AIF® and Martin Shenkman, Esq.

Watch Selecting the Financial Advisor that is Right for You.

D. Vance Barse (CA Insurance #0L70885) is a registered representative and investment adviser representative with and offers securities and advisory services through Commonwealth Financial Network®, A Registered Investment Adviser, member FINRA/SIPC. Manning Wealth Management is a Registered Investment Adviser.