Meet Our Coaches

Why The College Funding Coach?

Throughout my career, I’ve seen how financial clarity can truly change lives. My work as a financial advisor allows me to combine my technical expertise in investments, insurance, and planning strategies with my personal belief that everyone deserves a sense of security and purpose around their money.

My decision to join The College Funding Coach® stems from this belief. I’ve experienced the challenges that come with life’s major transitions—buying a home, raising a family, planning for the future—and I’ve seen the peace of mind that comes from having a solid financial plan. Joining The College Funding Coach allows me to help families find that same confidence through thoughtful education funding strategies that align with their long-term goals.

Area of Focus for Delivering LKS Workshops:

Southern California, primarily in Los Angeles County and surrounding regions
Partnering with schools, businesses, and parent-focused organizations

A Little More About Vance

Background:
Vance brings over two decades of leadership and advisory experience to his work in financial planning and education funding. He has held senior roles with MetLife, Prudential Financial, and Lincoln Investment, where he focused on advisor development, client acquisition strategies, and comprehensive wealth management. At Merrill Lynch, he deepened his client-facing expertise before taking on his current role as Head of Wealth Management & Financial Planning at Sagient in Beverly Hills.

In this role, Vance leads a practice committed to delivering advanced planning solutions in estate planning, charitable giving, tax-efficient education funding, investment management, and risk mitigation. His approach is both strategic and client-centered, helping families make informed decisions with clarity and confidence.

Community Involvement:
Vance is an active member of Finseca, where he contributes to the advancement of public policy in the financial services profession. He also serves as Treasurer of his local homeowners association, providing oversight and financial leadership for his community.

Education:

• UCLA – B.A. in Economics
• University of Phoenix – MBA in Business
• Harvard University – Certification in Organizational Leadership

Professional Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Chartered Advisor for Senior Living (CASL®)
• Behavioral Financial Advisor (BFA™)

When He’s Not Working:
Outside the office, Vance is a professional trumpet player and passionate advocate for the arts. He finds balance through hiking and golf, and he loves discovering new restaurants as a self-proclaimed foodie. More than anything, he enjoys time with his wife and daughter, whether they are traveling, exploring outdoors, or spending quiet evenings together. His role as a husband and father deeply informs his financial philosophy: helping clients plan for the moments that matter most.

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Vance Litchfield MBA, CFP®, ChFC®, CLU®, CASL®, BFA™ is a registered representative of and offers securities and investment advisory and financial planning services through MML Investors Services, LLC. Supervisory Office: 8383 Wilshire Blvd · Suite 600 · Beverly Hills, CA 90211 · (323) 965-6300.
Licensed to offer securities and insurance in: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, ME, MD, MN, NV, NJ, NY, NC, OH, OR, PA, RI, TX
View Vance’s FINRA BrokerCheck Profile

The College Funding Coach is not affiliated with MMLIS.