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An Insurance and Financial professional, Vance
joined FMC in 2002. He assists businesses, professionals and
their families develop financial strategies using tax-efficient
insurance and investment* options. Vances specialties include
Income and Asset Protection Strategies, Retirement and Estate
Analysis, Tax Reduction and Diversification Strategies, Exit/Succession and Deferred
Compensation
Strategies.
Born and raised in Southern California, Vance graduated from the
University of Southern California (USC) with a Bachelor of
Science degree in Finance, with an emphasis in investments. He
is active in the community through the Newport Beach-Corona del
Mar Kiwanis Club where he is a Past President and a past member
of the Board of Directors. He is a member of the Board of Directors
and a member of the Executive Committee for the Orange County USC Marshall School of Business Alumni.
Vance is also an active member of the Hoag Hospital 552 Club.
Vance is licensed in California, Arizona, and Nevada for life, health and disability
income insurance and in long-term care insurance. He is a
Registered Representative of MML Investors Services, Inc. and
holds the NASD Series 6 (Investment Company/Variable Contract Products),
63 (Uniform Securities Agent state law), and 65 (NASAA
Investment Advisor)
registrations.
VANCE R. THOMPSON
CA Insurance License #:0D20681
OFFICE: 949-225-9444
MOBILE: 714-914-9163 |
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FMC Financial Group offers a full range of
services to help clients identify and realize their financial
goals. Our services include:
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Estate and retirement
analysis |
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Investment* and portfolio
analysis |
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Pensions and employee
benefit plans |
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Disability income
insurance analysis |
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Executive compensation
and business insurance plans |
Our strategy is to recommend products and
programs based on a clear understanding of each client's
individual needs, means, goals, temperament, and willingness
to handle risk.
* Vance Thompson is a registered representative of, and offers securities,
investment advisory and financial planning services through MML
Investors Services, Inc., member
SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000,
Newport Beach, CA. 92660. Tel (949) 660-1717 |
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