Vance Litchfield
Head of Wealth Management & Financial Planning at Sagient | Beverly Hills, California, United States
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Vance Litchfield (R) currently serves as the Head of Wealth Management & Financial Planning at Sagient, where he leverages his extensive expertise to deliver personalized, comprehensive financial strategies tailored to each client’s unique goals. In this leadership role, Vance oversees a dynamic team dedicated to integrating estate planning, risk management, charitable gifting, cash flow analysis, and retirement planning into cohesive wealth management solutions. His deep understanding of investment products and portfolio management allows him to craft strategies that optimize growth while managing risk, ensuring clients are well-positioned for both current needs and future aspirations.
Vance’s approach is rooted in building strategic relationships and fostering a client-centric philosophy—hallmarks of Sagient’s commitment to “those who know or perceive quickly.” His proficiency in go-to-market strategies and sales management, combined with his Series 24 certification, empowers him to effectively communicate complex financial concepts and guide clients through evolving market landscapes. Vance’s talent management skills enable him to cultivate high-performing teams, ensuring that Sagient’s advisors remain at the forefront of industry best practices.
Beyond his technical expertise, Vance is passionate about education funding, succession planning, and charitable giving—areas where he helps clients align their financial plans with their personal values. Outside of work, he enjoys spending quality time with his family, traveling, and exploring his love for music. His holistic approach to wealth management, combined with his strategic insight and dedication to client service, continues to position him as a trusted leader in the financial planning industry.
Head of Wealth Management & Financial Planning at Sagient in October 2024 to Present
Financial Advisor at Merrill Lynch in March 2024 to October 2024
Western Regional Manager at Lincoln Investment in June 2022 to September 2023
Regional Director at Prudential Financial in March 2017 to June 2022
Managing Sales Director at MetLife in November 2015 to January 2017
District Sales Manager at Western Southern Financial in January 2014 to November 2015
Manager of Financial Services at Prudential Financial in July 2008 to January 2014
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Harvard Business School, Accredited Certificate Program, October 2026
University of Phoenix, Masters of Business Administration, MBA, October 2026
UCLA, Bachelor's Degree, October 1986 to October 1990
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Investment Products
Go-to-Market Strategy
Business Ideas
Sales Planning
Transaction Management
Retirement Solutions
Series 24
Sales Presentations
Brokerage
Insurance Sales
ChFC
Applicant Tracking Systems
Financial Analysis
Presentations
Compliance Management
Business Process Improvement
Financial Management
Development Strategy
Emotional Intelligence
Series 65
Salesforce.com
Key Performance Indicators
Relationship Development
Portfolio Management
Business Strategy
Strategic Thinking
Strategic Relationships
Series 7
Asset Management
Contact Management
Territory Management
Annuities
Project Management
Microsoft Office
Team Management
Sales
Financial Services
Leadership
Microsoft Excel
Talent Management
Recruiting
Business Planning
Operations Management
Wealth Management Services
Insurance
Business Development
Financial Planning
Sales Management
Investments
Financial Advisory
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What is Vance Litchfield (r) email address?
Email Vance Litchfield (r) at [email protected]. This email is the most updated Vance Litchfield (r)'s email found in 2026.
What is Vance Litchfield (r) phone number?
Vance Litchfield (r) phone number is 626-322-3553, 951-473-0155 and 951-308-6407.
How to contact Vance Litchfield (r)?
To contact Vance Litchfield (r) send an email to [email protected]. If you want to call Vance Litchfield (r) try calling on 626-322-3553, 951-473-0155 and 951-308-6407. (updated on August 25, 2024)
What company does Vance Litchfield work for?
Vance Litchfield works for Sagient
What is Vance Litchfield's role at Sagient?
Vance Litchfield is Head of Wealth Management & Financial Planning
What industry does Vance Litchfield work in?
Vance Litchfield works in the Financial Services industry.
Vance Litchfield Email Addresses
Vance Litchfield Phone Numbers
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