Jan G. Valecka, CFP®

Jan G. Valecka, CFP®

Principal

Jan G. Valecka, CFP® is the owner of Valecka Wealth Management a boutique wealth and investment management firm. The professionals at Valecka Wealth Management offer tailored comprehensive financial planning and investment services to individuals and families who desire guidance and personal accountability with service. As a boutique firm, we are able to offer a smaller, intimate and more comfortable environment which honors the clients we serve.

Jan’s financial career began at Morgan Stanley from 1988 – 2005. After 17 years at a major wire house and obtaining the CFP® designation she founded Valecka Wealth Management in August of 2005. Becoming independent gave her the opportunity to offer comprehensive financial planning, objective investment advice and customized strategies to her clients. Jan provides honest feedback on her client’s personal situation that they will not get online or from the many various trade publications or TV shows. As an industry veteran since 1988, she has had the opportunity to help guide investors over the last three decades. Her mission is to help you simplify your financial life with planning.

  • 30 years in the financial services and investment advisory business since 1988
  • CFP® (Certified Financial Planner)
  • BBA Finance University of Texas at Tyler 1987
  • Member FINRA Board of Arbitrators since 2003
  • Member The Financial Planning Association Dallas Ft. Worth Chapter since 2005
  • Past race chair for the Susan G. Komen Dallas Race for the Cure for Breast Cancer 98-99
  • Treasurer of Hebron Debate Club 2018
  • Volunteer financial counselor at The Gatehouse ministry for women in need
  • D Magazine award Best Financial Planner in Dallas 2012, 2013, 2014, 2015, 2017, 2018 *
  • Native Texan, wife and sous chef to Bob and mother of teenage twins

*The editors of D Magazine posted an online ballot available to CERTIFIED FINANCIAL PLANNERSTM throughout Dallas/Fort Worth. Once the results were tallied and reviewed by a committee of esteemed CERTIFIED FINANCIAL PLANNERSTM, only 85 made the list.

 

Phone (972) 899-1679