Professionals


Peter C. Jelacic - CFP®

Principal

phone (262) 923-5203
email Brookfield Office

Pete is a Principal with SVA Wealth Management.

With over 30 years of experience in the financial industry, Pete provides personalized comprehensive financial planning and investment management designed to help 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 offers 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.

Pete is a recipient of the Five Star Wealth Managers award*. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,061 Milwaukee area wealth managers were considered for the award; 224 (21 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who received the award, may vary from year to year.) These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.

Education

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 Wealth Management. 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