Jason Velencia is a Partner at DVB Financial, overseeing financial planning and wealth management. As a Marine Veteran who served in Operation Enduring Freedom, Jason values selfless service and community support. He strives to deliver an exceptional client experience for every family at DVB Financial.

After his military service, Jason earned a Bachelor of Science in Business Administration with a Finance focus from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ professional, showcasing expertise in financial planning, investment management, insurance, taxation, and estate planning.

Working closely with Kimberley Kuczawa, Special Needs Family Coordinator, Jason assists families with special needs members. Kimberley has a special education background and has dedicated years to supporting children with disabilities. At DVB Financial, she collaborates with families, providing assistance in various areas such as accessing local resources, understanding government benefits, and facilitating the child's involvement in the community through social events and employment opportunities. Kimberley's role is essential in building a cohesive team of support for the child's lifelong journey.

Together, we aim to advocate, guide, and partner with you on your path to securing a better future for your special needs family. Let us help you navigate financial complexities and empower you to make informed decisions that will positively impact your loved ones' lives.

Contact us today to schedule a consultation and discover how DVB Financial can provide the comprehensive planning and wealth management solutions you and your special needs family deserve. Together, we can create a brighter and more secure future.

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. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, FL, VA, SC, KY, NJ, NC

Firm Description

Welcome to DVB Financial, a leading planning and wealth management firm dedicated to empowering and supporting special needs families. We understand the unique challenges and aspirations of families with special needs members, and we are committed to providing comprehensive financial solutions tailored to their specific circumstances.

At DVB Financial, we believe that every individual deserves a secure and prosperous future, regardless of their abilities or disabilities. Our team of experienced professionals specializes in navigating the complex landscape surrounding special needs planning, ensuring that families have the necessary resources and strategies in place to safeguard their loved ones' well-being and independence.

Our holistic approach to wealth management encompasses a range of services, including financial planning, investment management, tax optimization, estate planning, and government benefits coordination. We work closely with special needs families to develop personalized strategies that address their immediate needs while also preserving and growing wealth over the long term.

What sets us apart is our unwavering commitment to empathy, compassion, and understanding. We take the time to listen to the unique goals and concerns of each family, creating a safe and supportive environment where they can openly discuss their dreams and aspirations for their loved ones. Through our collaborative approach, we aim to build enduring relationships based on trust and mutual respect.

At DVB Financial, we strive to be more than just financial advisors—we aim to be advocates, guides, and partners in your journey towards securing a better future for your special needs family. Let us help you navigate the financial complexities and empower you to make informed decisions that will have a lasting impact on your loved ones' lives.

Contact us today to schedule a consultation and discover how DVB Financial can provide you with the comprehensive planning and wealth management solutions you and your special needs family deserve. Together, we can create a brighter and more secure future.

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. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, FL, VA, SC, KY, NJ, NC

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