CALIFORNIA CONSUMER - Key Persons
Chelse Stanton is a creative and innovative individual with a diverse background and a passion for lifelong learning. She embarked on her academic journey at Azusa Pacific University, where she honed her love for the English language and earned her Bachelor's degree in the field and her teaching credential. For over a decade, she shared her expertise as a junior high Language Arts teacher, molding young minds and shaping the future. However, Chelse's appetite for new challenges led her to a transition into the dynamic world of Finance. She is excited to dive into this new chapter of her career and unlock new ways to utilize her teaching skills. Beyond her professional endeavors, she finds solace in the great outdoors through camping and hiking. In her leisure time, Chelse unleashes her creative spirit through doodling and crocheting, and she indulges in the captivating world of cinema.
Job Titles:
- Wealth Management Advisor and CEO
For over 20 years John Vande Bossche has been helping clients define and map out financial goals as he stays on top of industry trends and successfully creates long-lasting relationships.
As President and Wealth Manager at Vande Bossche Financial Planning & Wealth Management, he oversees client acquisition, retention, relations, innovative corporate leadership, and wealth and investment management. For John, helping others is the most rewarding part of the role.
John and his wife Mary live in Yorba Linda, where they enjoy the small-town feel and living close to their two children, Patrick and Kristen, and their families.
With education and learning being a life-long pursuit, John holds a bachelor's degree in business with a marketing emphasis and his Series 6, 7, 63, and 65 licenses through LPL Financial. He specializes in financial planning, generational planning, and investment management.
For over a decade, Kristen Vande Bossche has assisted in financial planning strategies as she helps educate her clients and understands their goals. She specializes in retirement planning and creating detailed distribution plans.
As Director of Financial Planning at Vande Bossche Financial Planning & Wealth Management, she oversees asset management, the creation of comprehensive financial plans, and managing and overseeing 401(k) clients. For Kristen, helping clients pursue their financial and personal goals is the most rewarding facet of her role.
A graduate of Washington State University, Kristen earned a bachelor's degree in business. She also holds the Series 7 and Series 66 securities licenses through LPL Financial and is a Retirement Income Certified Professional ® and a Certified Financial Planner ®.
Kristen and her husband Kai live in Anaheim Hills, where they enjoy the family-friendly community environment. Kristen loves spending time with her family and reading to her children. She also enjoys her affiliation and service in 44 Women for Orangewood.
Job Titles:
- Director of Operations
- Office Manager
As the Director of Operations and Office Manager at Vande Bossche Financial Planning & Wealth Management, Mary Vande Bossche expertly manages the day-to-day operations, human resources, investment operations and processes, and client relations.
Her more than 18 years of experience in the financial industry allow Mary to be the go-to person as she uses her depth of knowledge to assist both clients and coworkers alike. She has a unique ability to help one and all feel at home with the Vande Bossche team.
As mentioned, Mary and her husband John live in Yorba Linda, where they enjoy the ‘Land of Gracious Living.' She also puts a priority on her family, including her children and grandchildren.
Mary graduated from Washington State University with her Bachelor of Arts degree in communications, public relations. She also earned a Bachelor of Arts degree in graphic design. Mary also holds a Series 63 and Series 7 securities licenses through LPL Financial.
Outside of work, Mary serves on the Board of Directors for 44 Women for Orangewood, an auxiliary of Orangewood Foundation that assists foster and community youth in Orange County.
Mary enjoys golfing, hiking, wine tasting in Paso Robles, and especially spending time with family and friends.
Job Titles:
- Administrative Specialist
Nathan has more than 10 years of experience in the finance industry both as an advisor and assisting advisor with After Tax Wealth Management, LPL Financial, and UBS Financial Services. He joined LPL in 2023 to apply his experience working with advisors in the Admin Solutions Program. Nathan has received a Bachelor's Degree from the University of Miami, majoring in Economics with a minor in Psychology.
Nathan is from New Jersey, lived in Miami and New York City before ending up in San Diego with his wife, Emily. They have a beautiful daughter named Olivia, and two pugs named Bruce and Wesley. Nathan's family likes to go to the beach, bike riding, and anything Disney for Olivia. He believes in working with integrity, efficiency, and positivity with every experience.
Job Titles:
- Financial Analyst
- Certified Investment Management Analyst
Patrick Vande Bossche enjoys the challenge of working as a financial analyst at Vande Bossche Financial Planning & Wealth Management. Every day he sees an opportunity to assist our advisors as they contribute to their clients' growth through his skills in research, analysis, and problem-solving.
Utilizing his strengths, Patrick focuses on investment analysis, data analysis, trading, account management, marketing, branding, and in-house tech support.
A proud alum of the University of California, Los Angeles, Patrick graduated with a Bachelor of Science in Applied Mathematics. He furthered his education through Yale University by obtaining his Certified Investment Management Analyst® certification.
Patrick resides in Orange County, which he loves because the beach, desert, and mountains are all within an hour's drive. He enjoys spending time with his family, climbing, backpacking, stargazing, and photography.
Patrick is a Certified Investment Management Analyst (CIMA®), adding a deep understanding of portfolio management to our team's expertise.