Jason Velencia, CFP®
Find clarity in life's complexities. Take on tomorrow with confidence.
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Serving Clients Nationwide
Find clarity in life's complexities. Take on tomorrow with confidence.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jason Velencia, CFP®
Jason is a partner at DVB Financial, leading the firm’s financial planning and wealth management offering. Jason has a passion for analytics and research. He enjoys getting deeply ingrained into client’s financials to look for new efficiencies and potential synergies to improve the client’s strategic plan. Jason has a unique ability to mesh analytical work with a deliverable that is easily understood by the client.As a Marine Veteran who served in Operation Enduring Freedom, Jason understands the meaning of selfless service and the importance of teamwork in accomplishing the mission. He is committed to providing a world-class client experience for each family that engages with DVB Financial. This includes partnering with clients to implement strategies across their entire ecosystem.
Following his service in the military, Jason received a Bachelor of Science in Business Administration from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ professional and considers himself a lifelong learner looking to expand his knowledge base to better serve clients.
Jason lives in York County with his wife, Brea, and their son. The family prefers spending time outside whether on a hike, poolside, or by the beach. Jason finds his relaxation in physical exercise through a variety of activities.
Primary Location
4800 Linglestown Road Suite 304 Harrisburg, PA 17112
About DVB Financial
At DVB, we go beyond the basics and focus on guiding clients through life’s complexities with highly specialized financial planning. Our advisory services address the unique challenges and goals of every individual that walks through our door. Our services include retirement transition planning with RetireRight for securing a fulfilling retirement, senior lifestyle and transition planning with AgeWise, comprehensive financial and family planning for those with special needs with Independence and Beyond, and business owner services with BizOwner360.Our team of specialists brings unmatched expertise in each of these areas, providing solutions that simplify the intricate aspects of life, going well beyond the finances. With DVB, clients gain a trusted partner equipped to help them navigate life’s multifaceted demands with confidence and clarity while also receiving the highest level of wealth management care.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and DVB Financial, LLC are separate entities from LPL Financial.
Hobbies and Interests
- Family
Who We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
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