What do you enjoy most about wealth management?
Wealth management is a really rewarding career focused on helping others. I’ve enjoyed the relationships built by advising families and helping them achieve their personal and financial goals.
What’s the biggest challenge?
The biggest challenge of wealth management is no family is the same in a world which is also in constant change. This also makes our job very interesting and never boring.
What do you love most about being part of Aspiriant?
I love being around a talented collaborative team who is passionate about our work.
What professional accomplishments are you most proud of?
I am most proud of having the endurance and a supportive family which allowed me to obtain the CFP® and CTFA designation while pregnant and with a toddler at home.
What quality of yours makes you best suited to what you do?
I have a genuine passion for helping people and problem solving.
How should people think about their wealth?
The quote by Henry David Thoreau summarizes it well: “True wealth is the ability to fully experience life.”
What do you love to do outside of work?
I love traveling and being with my family.
What would you be doing if you weren’t working for Aspiriant?
I would dedicate my time to community service focused on programs for underserved youth.
Please list 3-5 career highlights, or the most important entries from your professional resume.
- Earning my M.B.A. at University of Southern California while working full time
- Obtaining my CFP and CTFA certifications
- Being invited to be the commencement speaker for the Asian Pacific Islander Graduation Ceremony at my alma mater, Loyola Marymount University
Please recap your education and accreditations.
- B.A. in Business Administration and Minor in Accounting, Loyola Marymount University
- M.B.A. with concentration in Finance and Strategic Consulting, University of Southern California
- Personal Financial Planning Program, UCLA Extension
- Certified Financial PlannerTM (CFP)
- Certified Trust and Financial Advisor (CTFA)
What was the most influential book you’ve read and why?
“Tuesdays with Morrie,” by Mitch Albom. It’s a great reminder to appreciate our relationships with people in our lives.
What personal accomplishments are you most proud of?
I am most proud of being a mom to my two amazing daughters.
Jan joined Aspiriant in 2020 as a Director in Wealth Management. She has over 20 years of experience within the financial services industry serving high net worth individuals and families.
Prior to joining Aspiriant, Jan was a Family Wealth Advisor at GenSpring Family Office responsible for assisting families with a wide variety of wealth management needs, including estate planning, tax, financial planning, fiduciary, philanthropy and family governance issues. She worked closely with clients’ investment strategists and other professional advisors to ensure that all aspects of a family’s wealth management plan were closely coordinated. Prior to GenSpring, Jan was a Relationship Manager at Wilmington Trust in Los Angeles in their Family Wealth Group. She has also served as Director for a single family office.
Jan earned a B.A. degree in Business Administration with a minor in accounting from Loyola Marymount University and a Master’s in Business Administration from the University of Southern California with a concentration in finance and strategic consulting. Jan is also a Certified Financial Planner™ and Certified Trust and Financial Advisor.
Jan lives in Redondo Beach, Calif., and enjoys spending time with her husband and two daughters. She’s an active alumna of Loyola Marymount University and also volunteers with Junior Achievement.