Joan Sacha
Joan serves as a Financial Advisor serving clients in all aspects of financial planning, investments, and insurance.
Credentials
Joan began her career in the financial services industry in 1979. She began working for First National Bank of Omaha in 1990 in the Retail Division and joined First Investments & Planning in 2010. She has an extensive background in client relationships, both personal and business. Joan attended Metro Community College with her field of study in Banking and Personal Finance. She also attended the College of Financial Planning to acquire her professional designations and continues to expand her education and knowledge in the financial planning field.
Joan currently holds her Series 7,63,65 & 66 securities registrations. In addition she has insurance licensing that includes Life, Health, Disability, and Long Term Care along with Fixed & Variable Annuities. She has acquired and maintains the Chartered Retirement Planning Counselor® (CRPC®) and Financial Paraplanner Qualified Professional® (FPQP®) designations.
Passions
Joan enjoys traveling with family and friends when she gets the opportunity.
She has been married to her husband Evan for more than 40 years.
Joan loves the opportunity to help others achieve their financial goals by using her experiences, education and passion to make a difference. Everyone is unique in their own way and their financial plan should be customized for what they need and not a “one size fits all approach”.
Locations
13310 W Maple Rd
Omaha, NE 68164
3808 N. 203rd St
Elkhorn, NE 68022
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE