Vosberg Wealth Management

Vosberg Wealth Management We believe everyone should be able to live the retirement they’ve always wanted.

Our team of professionals can help you create a well-thought-out strategy, using our Total Retirement Roadmap process, to help you address your financial needs.

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equi...
08/31/2026

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equity compensation, and a significant portion of your future wealth.

That's not necessarily a problem, but it is something worth paying attention to.

We've found that some of the most productive planning conversations begin with a simple question: How much of my financial future depends on a single outcome?

As careers progress and equity compensation grows, it's important to periodically step back and evaluate how different pieces of your financial life fit together.

Some life transitions come with more questions than answers.In those moments, it's easy to feel like every decision need...
08/29/2026

Some life transitions come with more questions than answers.

In those moments, it's easy to feel like every decision needs to be made immediately. Often, it doesn't.

One of the purposes of thoughtful planning is to create flexibility when life doesn't go according to plan. To provide options, guidance, and a foundation to lean on when emotions are understandably taking up most of your attention.

You don't have to have everything figured out today. Sometimes the most important thing is simply having the time and space to process what matters most.

Business owners carry a lot.Employees. Clients. Operations. Growth opportunities. Family responsibilities.And somewhere ...
08/28/2026

Business owners carry a lot.

Employees. Clients. Operations. Growth opportunities. Family responsibilities.

And somewhere in the middle of all that are the decisions that don't have a deadline but still deserve attention.

The ones you know you'll need to address eventually.

We've found that many business owners are looking for the time, space, and perspective to think through what's already on their mind. Our team is here to have those conversations when you are ready.

Motivation gets a lot of attention because it's exciting. Discipline is quieter.It's the decision to keep going when pro...
08/27/2026

Motivation gets a lot of attention because it's exciting. Discipline is quieter.

It's the decision to keep going when progress feels slow. To stay committed to a plan when results aren't immediate. To continue making thoughtful choices long after the initial excitement has faded.

Whether it's building a business, growing wealth, or improving your health, meaningful progress is often the result of small actions repeated consistently over time.

It's hard to believe we're already talking about the second half of the year.The goals we set in January don't become le...
08/26/2026

It's hard to believe we're already talking about the second half of the year.

The goals we set in January don't become less important just because life got busy.

This can be a great time to pause, revisit your priorities, and ask yourself a simple question:

Is my plan still aligned with where I want to go?

There's still plenty of time left in the year to make meaningful progress.

The Vosberg Wealth Management team is growing!Vosberg Wealth Management is looking for a Tax Planner & Preparer to join ...
08/24/2026

The Vosberg Wealth Management team is growing!

Vosberg Wealth Management is looking for a Tax Planner & Preparer to join our team in Glendora, CA. This is a full-time, year-round role where tax strategy is integrated directly into our clients’ retirement plans—not treated as something that only matters during tax season.

You’ll prepare and review tax returns while working alongside our financial advisors to help clients make smarter decisions around Roth conversions, RMDs, Social Security, charitable giving, capital gains, Medicare IRMAA, and more.

What we’re looking for:
• CPA or EA required
• 5+ years of tax preparation experience
• Strong tax planning experience preferred
• Deep knowledge of retirement-related tax strategies
• Excellent communication and client-facing skills
• Comfortable collaborating with financial advisors
• PFP or CFP® designation a plus

If you’re looking for an opportunity where your tax expertise has a seat at the planning table—and where you can have a meaningful impact on clients’ financial futures—we’d love to hear from you.

📍 Glendora, CA | Monday–Friday, 8:30 AM–5:00 PM
💼 Base salary DOE + bonus potential, 401(k) match & benefits

Interested? You can apply at https://www.linkedin.com/jobs/view/4457511942/

The Vosberg Wealth Management team is growing!We are looking looking for a Service Advisor to join our team in Glendora,...
08/24/2026

The Vosberg Wealth Management team is growing!

We are looking looking for a Service Advisor to join our team in Glendora, CA. This role is focused on serving an existing client base, leading review meetings, monitoring retirement plans, and proactively helping clients navigate important financial decisions.

You’ll work across retirement income, Social Security, tax planning, Medicare, investments, and more—all while becoming a trusted point of contact for the clients you serve.

What we’re looking for:
• 2+ years of financial planning or advisory experience
• Series 65 or 66 and Life Insurance license
• Strong retirement planning knowledge
• Excellent communication and organizational skills
• A genuine commitment to client service—not sales

If you’re looking for an opportunity to make a meaningful impact on clients’ financial lives while working with a retirement-focused wealth management firm, we’d love to hear from you.

📍 Glendora, CA | Monday–Friday, 8:30 AM–5:00 PM
💼 $60,000–$95,000 base salary + bonus potential, 401(k) match & benefits

Interested? You can apply at https://www.linkedin.com/jobs/view/4457521901/

For decades, the goal was simple: save, plan ahead, and be disciplined.Over time, those habits become part of who you ar...
08/24/2026

For decades, the goal was simple: save, plan ahead, and be disciplined.

Over time, those habits become part of who you are.

That's why spending in retirement can feel surprisingly uncomfortable, even when the numbers support it. The hesitation often isn't financial. It's emotional.

If you've ever questioned a trip, an experience, or a purchase you've worked years to afford, you're not alone.

Learning to enjoy what you've spent a lifetime building can be just as important as building it in the first place.

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conve...
08/20/2026

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conversation, it's rarely the most important part.

Maybe there's a new opportunity you're considering. A family milestone on the horizon. A question that's been sitting in the back of your mind. Or maybe life simply looks different today than it did a year ago.

Those details matter. Here are a few questions to consider you may not have considered.

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the stor...
08/18/2026

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the story.

Two retirees may experience the same average return and still have very different outcomes.

That's one reason retirement planning requires more than a long-term return target. Decisions around income, withdrawals, and flexibility can all play an important role over time.

Retirement planning is an ongoing process of balancing today's income needs with tomorrow's opportunities and uncertainties.

Address

224 W Foothill Boulevard
Glendora, CA
91741

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Vosberg Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Vosberg Wealth Management:

Shortcuts

Share

Category