Jan Paul Vecerka, Cfp® Email & Phone Number

Columbus, Ohio, United States

As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and cash flow, more than investments and assets, you are the central figure in your financial story, and you deserve a financial professional who is knowledgeable and experienced in helping real people write the… Show more As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and cash flow, more than investments and assets, you are the central figure in your financial story, and you deserve a financial professional who is knowledgeable and experienced in helping real people write the next chapter in their story. I’m here to help you define, or refine, your goals and chart the path to get there with a personalized financial plan.*The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.*Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

Columbus, Ohio, United States

As a Wealth Analyst at Sequoia Financial Group, I am thrilled to be part of a program that is designed to support broad and deep educational experience for developing financial advisors. Beyond the theoretical education offered in the classroom, Sequoia’s Wealth Analyst Program allows me to benefit from the practical application of that knowledge in real-world scenarios while continuing to learn from my colleagues. I enjoy the cooperation, camaraderie, and collaboration. As I rotate through… Show more As a Wealth Analyst at Sequoia Financial Group, I am thrilled to be part of a program that is designed to support broad and deep educational experience for developing financial advisors. Beyond the theoretical education offered in the classroom, Sequoia’s Wealth Analyst Program allows me to benefit from the practical application of that knowledge in real-world scenarios while continuing to learn from my colleagues. I enjoy the cooperation, camaraderie, and collaboration. As I rotate through four functional teams, I have been offered the opportunity to touch many different aspects of client service. My passion for continuous learning is being put to good use, as I gain knowledge and experience, I am able to use it to help with our mission to continuously enrich the lives of our clients and provide them with an exceptional client experience.*The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.*Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

Columbus, Ohio, United States

As a client service associate, I give my all each and every day to support our advisors in providing the high-quality client service our clients deserve. I assist advisors in executing operational processes, responding to client requests, and completing transactions. Everything I do is in pursuit of a single goal – supporting our clients as they move toward their unique financial objectives.It is my goal to provide thorough, efficient, and friendly service, doing everything in my power… Show more As a client service associate, I give my all each and every day to support our advisors in providing the high-quality client service our clients deserve. I assist advisors in executing operational processes, responding to client requests, and completing transactions. Everything I do is in pursuit of a single goal – supporting our clients as they move toward their unique financial objectives.It is my goal to provide thorough, efficient, and friendly service, doing everything in my power to help clients accomplish their financial goals. Clients and teammates should expect consistently positive interactions, clear communication, and a commitment to follow through until the work is complete. I am dedicated to Sequoia’s values, to our mission to Enrich Lives™, and to the clients who inspire our work.*The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.*Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

Columbus, Ohio, United States