SVA PLUMB FINANCIAL PROFESSIONALS



Peter Jelacic - CFP®

Principal

phone (262) 923-5203
email Brookfield Office

Pete is a Principal with SVA Plumb Wealth Management, LLC.

With over 30 years of experience in the financial industry, Pete provides personalized comprehensive financial planning and investment management that helps his clients reach their goals.

Pete works with individuals and families, providing investment consulting and comprehensive financial planning including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests.

Pete also works with company retirement plans. He counsels owners and management with plan design and by offering unbiased, objective solutions. He also meets with the employees of 401(k) plans, providing educational support so they can make decisions that will help them reach their retirement goals.

Education

  • Marquette University - Bachelor of Science - Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Memberships/Affiliations/Activities

  • Financial Planning Association (FPA)


Civic/Community Involvement

  • Waukesha Citizen’s Police Academy Alumni Association - Member
  • Easter Seals Wisconsin

Personal

Pete is married to Katie, a project engineer, and has two sons, Joseph and Nicholas, both following their dad’s legacy by attending Marquette University. He enjoys golf, softball, boating, cycling, and traveling.

Pete is a Principal with SVA Plumb Wealth Management, LLC. With more than 28 years of experience in the financial industry, Pete provides comprehensive financial planning and investment management that helps his clients reach their goals. Pete works with individuals and families, providing them investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests. Pete helps businesses with their retirement plans, and counseling owners and management by offering unbiased, objective solutions. He also meets with employees of 401(k) plans, providing educational support so they can make educated decisions that will affect their retirement.

The Following is a partial list of topics Pete covers:

  • Are You Financially Prepared For Retirement?
    • The what, why and how of your retirement portfolio
    • Planning for the future you desire
    • How long will your nest egg last?
  • Financial Planning: Maximize Investments, Minimize Taxes
    • Action steps to reduce your tax burden
    • A look at the current market trends
    • Choosing investment options to meet your goals

Pete has spoken to audiences at:

  • Business Times Investment Forum
  • Charles Schwab educational and client appreciation events
  • SVA educational seminars and webinars