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SARAH JAN ZVEKAN

SARAH J. ZVEKAN

Some features on this profile are disabled
CRD#: 5372879
SARAH JAN ZVEKAN

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

SARAH JAN ZVEKAN, CFP® was a registered financial professional .

SARAH is a previously registered financial professional and started their career in finance in 2010. SARAH had 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"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2023

Experience

Past

April 6, 2026 - May 20, 2026

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/23/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2010
General Securities Representative Examination

Current Firm

PL
PACIFICA LEGACY
PACIFICA HEREDITAS LLC | PACIFICA LEGACY

CRD#: 339752 / SEC#:

Idaho
Registered Investment Advisory firm - (4/3/2026 Approved)
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Contact information

Main Address
Athol, ID
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACIFICA LEGACY

AdvisorCRD#: 339752

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