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Process. Clarity. Action.About Us

Who We Are Process, Clarity, Action

Our Team Meet Our Team

Jeff Duncan

Jeff Duncan

Partner

(949) 474-6817

Monte Fitch

Monte Fitch

Partner, CFP®

(949) 474-6817

Kristin Kenyon

Kristin Kenyon

Director of Planning Services

949-474-6832

Amanda Doan

Amanda Doan

Director of Investments

949-474-6875

Johanna Calderon

Johanna Calderon

Director of Client Services

949-623-1454

Lexis Leiterman

Lexis Leiterman

Director of Client Services

949-474-6814

Sydney Fitch

Sydney Fitch

Director of Client Services

949-861-5875

Insights & Resources From the VantagePoint Desk

Insights, perspectives, and resources from the VantagePoint Advisory Group team — designed to inform, inspire, and support your planning journey.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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CONTACT US Begin the Conversation

Wealth planning is a journey. Let's take the first step together. Reach out to discover how VantagePoint Advisory Group can bring clarity and momentum to your financial future.

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