Our Team

Alexander Tran

Portfolio Manager and Director of Investment Operations

Vantage View

Credit report showing a score of 697 with financial chart, calculator, pen, and eyeglasses on desk.

Managing Your Personal Credit Report Information: A Practical Guide

Your credit report is one of the most important financial documents in your life. It influences your ability to obtain a loan, secure favorable interest

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Gifting a Roth IRA

Investment education, tax-free retirement funding, and estate planning probably won’t spring to mind when selecting the perfect gift. However, giving a Roth IRA to a loved

Crossroads

Among the most volatile quarters in recent history, the stock market proved resilient in the wake of President Trump’s seemingly haphazard tariff proclamation. Rebounding sharply from

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CONTACT US

Office: (626) 844-7184
Toll-Free: (866) 844-7184
Fax: (626) 844-7185
125 North Raymond Avenue
Suite 309
Pasadena, CA 91103
jv@vantagewealth.com

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About Us
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Vantage View

About Us
- Our Team
Services
- Wealth Planning
- Portfolio Management
Vantage View

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Vantage Wealth to provide information on a topic that may be of interest. The information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Investment advisory services provided by Vantage Wealth, LLC, a registered investment advisor.

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Our Team

James Van de Voorde

Alexander Tran

DeLynn Russell, CFP

Karen Durner

Maggi Van de Voorde, IACCP

Dave Gallagher

John Voralik, MBA, CFP®

Managing Your Personal Credit Report Information: A Practical Guide

Gifting a Roth IRA

Crossroads