<Jordan Overby - Wealth Manager - Aspiriant San Francisco

Jordan Overby CFP®
Manager in Wealth Management

Jordan Overby

What do you enjoy most about wealth management?

Helping clients gain meaningful clarity and peace of mind about their family’s future.

What’s the biggest challenge?

Establishing trust is the most important thing for clients. Building that trust takes a lot of time, energy and attention. But, once trust is established, there’s a true partnership.

What do you love most about being part of Aspiriant?

The people. We have wonderful clients, and my colleagues are incredibly talented, caring individuals.

What professional accomplishments are you most proud of?

The path to earning my Certified Financial PlannerTM certification. I was working a full-time job during the day, attending classes at night, and working a weekend job to help defray costs. I finished the program at the end of 2012 and passed the CFP® exam in March 2013. We had our first child in July that year, and I joined Aspiriant in September to launch my career. It was a heck of a run.

What quality of yours makes you best suited to what you do?

I’m empathetic and a good listener.

How should people think about their wealth?

Wealth is an opportunity. It can start a business, put your kids through school, or fight poverty. It’s fuel for your dreams.

What do you love to do outside of work?

My wife and I have two kids, so we just have a blast together. When the kids are in bed, Jen and I will have a bourbon and play cards. When Jen is in bed, I play guitar and sing to our dog, Banjo.

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

Living in a hollowed-out tree in the woods.

What was the most influential book you’ve read and why?

“The Road” by Jack Kerouac. It blew my doors off, the sheer energy of it.

What personal accomplishments are you most proud of?

Meeting my wife and starting a family. It was like hitting light speed into a beautiful kind of chaos. I’ve never been so tired, and I’ve never been so happy.

Publications

Mapping a Path to College Admission,” fathom

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Jordan joined Aspiriant as a financial planner in 2013 after a 10-year career in book publishing. He became a manager in wealth management in 2018.

His path to wealth management was a circuitous one. After graduating from college, Jordan followed his passion for music by working as a publicist for a record label and audio engineer. The shine quickly wore off, however, and he turned his focus to book publishing, where he worked in both editorial and production. However, living on an editor’s wage in San Francisco proved challenging, so he began looking for ways to optimize his personal finances, eventually transitioning his career to wealth management. While Jordan’s work experience is diverse, the constant thread is his desire to help people make their vision a reality — whether that’s producing an album, publishing a book, or accomplishing one’s financial dreams.

Jordan attended Brescia University where he earned a B.A. in English Literature and focused on creative writing. He completed his financial planning credentials at the University of California-Berkeley in 2012 and earned the CFP® certification in 2015.

He lives in San Francisco with his wife, two kids and their Welsh terrier, Banjo. In his free time, he likes to hike, play guitar and piano, and work on his novel “Still Life with Spreadsheet.” Most of all, he enjoys being with his family.

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