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.