Financial Planner

Owen works with affluent individuals, families, and business owners on business, estate, charitable planning and tax objectives*. He provides his clients with state-of-the-art planning strategies and customized case analyses designed to enable clients to meet their goals, challenges, opportunities, and of course, dreams.

After achieving a thorough understanding of a client’s particular issues, Owen and his support with national resources begin to:

• Examine legal documents*.

• Present and project client’s current situation.

• Quantify planning alternatives.

• Provide clarity to financial situations.

• Suggest alternative strategies that may get the client closer to their goals.

• Research and assess current legal issues.

• Provide suggestions and solutions as needed.

• Review business succession, exit planning, and executive benefits.

The one-on-one case design process is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

Accomplishments:

  • Founder of the Presidents Luncheon
  • Founder of the Sales Acceleration Academy
  • Graduate of Leadership Hampton Roads class 2009
  • Appointed by Governor McDonnell to the Commonwealth of Virginia Small Business Commission 2013-2014
  • Graduate of Civic Leadership Class of 2015

Owen Van Syckle is a native of Hampton Roads and grew up in Ocean View, Norfolk.  Eleven years ago he moved his family to Hickory, Chesapeake, "And we love it".

Owen's daughter, Haley is married and his son is 16 year old, Garth attends Great Bridge High School. He has been happily married to Lesia his "SAINT" wife for 25 years in March 2021.

Prior to New York Life, Owen helped found a regional apparel company where he worked as a General Manager and International Director of Sales and Marketing and lead the firm from the start-up stage to a $52 million. 

Calculators

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