Jan G. Valecka,  CFP<sup>&reg;</sup> - Financial Advisor

Jan G. Valecka, CFP®

Owner

Valecka Wealth Management

4400 State Highway 121, Ste 300
Lewisville, TX 75056-5157
FINANCIAL ADVISOR'S WEBSITE
(972) 899-1679

General

Jan Valecka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valecka Wealth Management in Lewisville, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Securities offered through LPL Financial, Member S

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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