Jane Zaloudek MBA, CFP®
Director of Wealth Management, Principal

Jane Zaloudek | Director - Wealth Management | San Francisco

What do you enjoy most about wealth management?

Building strong relationships with clients over time, and seeing clients achieve their goals.

What’s the biggest challenge?

When markets are so volatile…on the downside! Bear markets like the most recent one are especially painful for clients who are near or in retirement.

What do you love most about being part of Aspiriant?

Working with an incredibly smart and dedicated group of professionals. I am continually challenged by the broad depth and breadth of knowledge shared within the group.

What professional accomplishments are you most proud of?

Serving on the first board of directors of Kochis Fitz.

What qualities of yours make you most suited to what you do?

I enjoy people and the challenges of problem solving.

How should people think about their wealth?

Wealth allows a client to explore life’s possibilities. I encourage clients to make a wish list, and then prioritize.

What do you love to do outside of work?

Be outdoors. I grew up in South Dakota on a farm, so we had endless space for flower gardens. I also grew up loving snow, so now I’m on the slopes as much as possible with my husband.

What would you be doing if you weren’t working for Aspiriant?

Traveling – with multiple stops at ski resorts.

Education and accreditations

  • B.A. in Biology, Augustana College, Sioux Falls, South Dakota
  • M.B.A. in Finance, Beta Gamma Sigma, George Washington University
  • Degree in Medical Technology, Stanford University
  • CFP®

Jane began her professional financial planning career at Kochis Fitz in 1996 and became a principal of the firm in 2005. In 2007, Jane was elected and served on the firm’s first Board of Directors.

A member of the Financial Planning Association, Jane has made numerous financial planning presentations to corporations and community groups, and has been a guest columnist for ABCNews.com.

Prior to joining Aspiriant, Jane was an entrepreneur, combining her medical research experience with her business background. She worked at several major medical centers in the United States including Stanford, M.D. Anderson Cancer Institute in Houston, and Children’s Hospital in Washington, D.C.

Jane completed four consecutive terms on the Board of Trustees of Augustana College in 2008. She held several key positions on the Board, including three years as Chair of the Board, Chair of the Presidential Search Committee, founding Chair of the Investment committee and a member of the Financial Management Committee. She continues to serve on the Investment Committee as an advisor. She also sits on the Dean’s Council of the School of Business of George Washington University, Washington, D.C.

Jane holds an MBA in Finance (with Beta Gamma Sigma Honors) from George Washington University. She majored in biology at Augustana College in Sioux Falls, South Dakota. In 2011, she gave the commencement address at Augustana and was also awarded an Honorary Doctorate of Humane Letters. Jane also earned a degree in Medical Technology from Stanford University. She completed the Personal Financial Planning program at the University of California-Berkeley and earned her Certified Financial Planner™ credential in 1998.

Read Full Bio