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, Roger, and Jimmy.
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More from Vance
Retirement Doesn’t End Your Paycheck. Here’s How to Build Your Own.
For forty years, a paycheck showed up every two weeks. When you retire, the paycheck doesn’t have to end, but you have to build the
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
