Thomas Vance


Pure Financial Advisors, LLC

Senior Financial Planner

Thomas Vance


Pure Financial Advisors, LLC

Senior Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Vance, CFP®, MBA, AIF®


Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Meet Thomas Vance

Thomas Vance is an Investment Advisor Representative with Pure Financial Advisors. He has been working with individuals, families and business owners since 1993. In his role with Pure Financial Advisors, Thomas works directly with clients to help them accomplish their financial goals, specializing in the areas of retirement planning, tax planning, estate planning and investment management. An advocate for financial education, Thomas is an instructor at Irvine Valley College and Orange Coast College, teaching Retirement Planning courses.

Prior to joining Pure Financial Advisors, Thomas served as a Senior Vice President for a local wealth management firm, where he was responsible for managing client relationships, financial planning and portfolio management.

Prior to 2007, he spent nearly fourteen years with a large national brokerage firm, managing a book of business with more than $2.6 billion at the firm. Thomas was responsible for working with high-net-worth individuals, assisting them with their investment and estate planning needs.

Thomas earned his Bachelor of Arts degree in economics from Brigham Young University in 1993, and completed his CERTIFIED FINANCIAL PLANNER™ coursework through University of California, Irvine in 1996. He obtained his Master of Business Administration from University of California, Los Angeles in 2000. Previously, Thomas held FINRA securities licenses 7, 9, 10, 63 and 66. He is an active volunteer for The Boy Scouts of America, as both he and his son are Eagle Scouts. Thomas has also volunteered for many years with Junior Achievement, helping educate youth on business, economics, and financial matters.

Thomas and his wife, Julie, have three children. In his free time, he enjoys the outdoors, including mountain and road biking, surfing and hiking.

Thomas Vance is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Thomas Vance

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Office Locations:

  • 2020 Main St
    Suite 690
    Irvine, CA 92614

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