JEAN WILCZYNSKI, CFP®
Sr. Wealth Advisor
Phone: (860)-434-5999 | Email: jwilczynski@exencialwealth.com
Jean Wilczynski, CFP® is a financial advisor in our Connecticut office. She helps individuals and families achieve their most important financial goals.
Jean is a Coast Guard veteran with experience in financial management as well as investor and public relations for public and private companies. She also spent a number of years in the nonprofit sector working as a writer and communications director.
Jean holds a bachelor’s degree in Mathematical Science from the U.S. Coast Guard Academy and a MBA from The George Washington University. She earned the Certified Financial Planner™ (CFP®) designation in 2017.
Jean and her husband Vince live in Old Lyme, Connecticut, and are active in the local community and with their church. Jean chairs the Parish Finance Council and leads the Investment Committee. She also serves the Town of Old Lyme as Chair of its Pension Committee and as a member of the Economic Development Commission. Jean is also an active member of the local Chamber of Commerce and the Southeastern Connecticut Women’s Network.
Jean and Vince have three adult sons: Peter, a product manager and software engineer; Tim, an automation engineer; and Pat, a mechanical engineer working in product development and testing. They enjoy gardening, running, biking, fishing (not necessarily in that order) and traveling to visit their sons and extended family.
Compose Your Financial Future with Integrated Wealth Management
At Exencial Wealth Advisors, we recognize that every element of your financial picture plays a vital role. With Jean’s guidance, you’ll experience:
- Conducted Complexity: A seamless approach that brings together every aspect of your financial life, orchestrating investments, planning, and beyond into a harmonious strategy.
- Holistic Planning: Beyond investment returns, we help build a strategy that includes tax planning, estate considerations, and aligns with your diverse financial goals.
The E3 Philosophy
We understand that a well-orchestrated financial life requires constant adaptation. Our E3 process supports busy professionals by integrating their family, career, and life goals into a dynamic financial strategy. With a commitment to Evaluate, Execute, and Evolve, we’re here to guide you as your goals come to life.
