SARAH J. ZVEKAN
PACIFICA LEGACY | Advisor
Athol, ID
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CRD#: 5372879
Professional summary
SARAH JAN ZVEKAN, CFP® is a registered financial advisor currently at PACIFICA LEGACY located in Athol, Idaho.
SARAH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. SARAH has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Sarah delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. She analyzes clients’ current course of action and provides potential alternatives that align with clients’ goals and values. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients accomplish their goals.
Sarah has learned advanced strategies in highly customized, comprehensive financial planning in working alongside her father, (William J. Brown, CHFC®,CLU®, Director of Advanced Planning) since 2007 and looks forward to many years of continuing his legacy in serving clients in financial advising. Sarah is currently pursuing a graduate certificate in financial planning from Boston University along with her CFP®, and currently holds the Series 7 and 63 licenses. She has a bachelor's degree in healthcare business administration, where she was a member of the NCAA Division I Crew Team, a scholar athlete and graduate of the Honor’s College.
Sarah lives near Coeur d'Alene, Idaho with her husband, Will, and two boys, Emmet and Nash. She and her family have a love for permaculture gardening in their backyard where they keep bees, chickens, fishponds and many varieties of fruits vegetables and herbs. With so many fresh foods, Sarah naturally has a strong inclination to cook beautiful creations for her family, which they very much enjoy eating. With two very active boys, they love to explore together in their RV, travel to the mountains for alpine skiing, kayaking and rowing in the beautiful lakes, ride bikes together, volunteer in their community and spend time with family and friends.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Life Transitions
Inheritance
Business Succession Planning
Retirement Income Management
Investment Planning
Small Business Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view SARAH JAN ZVEKAN's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2023
Experience
Current
April 6, 2026 - Present
PACIFICA LEGACY
RIA
CRD#: 339752
Athol, ID
Past
January 11, 2024 - October 18, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Bloomfield Hills, MI
Past
July 14, 2017 - October 18, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Bloomfield Hills, MI
Past
October 31, 2012 - July 14, 2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
BLOOMFIELD HILLS, MI
Past
October 5, 2011 - November 10, 2011
MORGAN STANLEY
BD
CRD#: 149777
LONG BEACH, CA
Past
April 26, 2011 - September 23, 2011
KBS CAPITAL MARKETS GROUP LLC
BD
CRD#: 132299
NEWPORT BEACH, CA
Past
January 6, 2010 - April 20, 2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
BLOOMFIELD HILLS, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(4/6/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PL
PACIFICA LEGACY
PACIFICA HEREDITAS LLC | PACIFICA LEGACY
CRD#: 339752 / SEC#:
Idaho
Registered Investment Advisory firm - (4/3/2026 Approved)PREMIUM
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Contact information
Main Address
Athol, ID
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
Red Flags
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