AIF

    D. Vance Barse, CPWA®, AIF

    Wealth Strategist & Founder

    Your Dedicated Fiduciary
    Prosper, Texas18 years experienceNo minimum minimum

    About D.

    Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across th...

    Areas of focus

    Credentials & background

    Designations

    AIF

    Clients served

    High Net Worth IndividualsBusiness OwnersBusinesswomenSurviving SpousesWealthy Families

    The firm

    Your Dedicated Fiduciary