SVA PLUMB FINANCIAL PROFESSIONALS



Peter Jelacic - CFP®

Senior Wealth Manager

phone (262) 923-5203
email Milwaukee Office

Pete is a Senior Wealth Manager 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.

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

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 Senior Wealth Manager 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 the topics Pete covers:

  • Retirement Planning Strategies For Individuals
  • Retirement Planning Strategies For Business Owners
  • Make the Most of Your Financial Planning and Investments

Pete has spoken to audiences at:

  • Business Times Investment Forum
  • Charles Schwab educational and client appreciation events
  • Corporate sponsored investment seminars