Vance Albitz is a CERTIFIED FINANCIAL PLANNER® professional and has a master’s degree in Personal Financial Planning. Vance specializes in portfolio management and advises on big-picture financial planning for individuals and families. Vance graduated from the University of California, San Diego, and played baseball in the minor leagues with the St. Louis Cardinals and Los Angeles Angels. He enjoys spending time with his wife Allison and kids Henry, Kit, and Roger.
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More from Vance
Parental Down Payment Assistance: The Business of Structuring Gifts vs. Family Loans
Current data indicates a bifurcated reality for first-time home buyers: while many secure properties independently, high upfront capital requirements necessitate parental financial intervention for a
The Trump Account vs. 529s vs. UTMAs: What’s Actually Best for Your Kid’s Future?
With the passing of the “One Big Beautiful Bill Act” (OBBBA) of 2025, the landscape of saving for children has shifted dramatically. The headline-grabber of
Be Careful When Mailing Your Checks: The Growing Threat of “Check Washing”
The security of the postal system is being challenged in new ways, making checks sent via physical mail more vulnerable than ever. Fraudsters are increasingly
