180 North Riverview Drive, Suite 160
Our team is composed of experienced professionals who are passionate about helping our clients achieve their financial goals. We believe that success is achieved through collaboration and teamwork, which is why we work closely together to provide comprehensive solutions that are tailored to each client's unique needs. Our team members come from diverse backgrounds and bring a wealth of knowledge and expertise to our firm, which allows us to offer a wide range of services to our clients.
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.
In his free time, you can find John golfing, mountain biking, or sailing and giving back to his community through the Rotary Club and other organizations.
Director of Financial Planning
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.
Director of Investments
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.
Director of Operations and 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.
With over 20 years of experience in professional office executive positions, Denise skillfully handles the administrative responsibilities of the office, including answering calls and emails, addressing client needs, concerns, and questions, maintaining calendars, preparing for meetings, and processing account documentation. Denise works closely with the team to provide support to ensure efficient operation of the office.
Denise is very empathic, compassionate, trustworthy, and ethical. Her passion is to contribute, support, and make other people happy.
Denise is resourceful, innovative, and proactive in supporting her team. She has great communication skills, exceptional organizational skills, and outstanding collaborative skills.
Denise is a California Native. In her free time, she enjoys spending time with family and friends. She likes going to the beach, to music concerts, to wineries, working out, and being outdoors.