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Jan Attard

I empower you to embrace each moment, acknowledge your power, dig deep, know what you want, invest in RE, Financial Markets. Be driven to create, savor moments!

Jan Attard, also known as J. Oliver Maxwell, is a trusted fiduciary specializing in individual, family, and business financial portfolio management.

Jan's primary focus is on empowering financial literacy to achieve financial independence through long-term saving and investing strategies.

With a diverse educational background encompassing finance, law, architectural design, nursing, psychology, and business administration, Jan brings a wealth of knowledge and expertise to financial planning.

Having studied at prestigious institutions such as Ashford University, Concord Law School at Purdue University Global, Golden Gate University, Georgetown University, and Johns Hopkins University, Jan's academic credentials are impressive.

Jan's professional journey includes roles such as Registered Financial Advisor at J. Oliver Maxwell, LLC, Staff Registered Nurse at Sutter Health, and Realtor at Compass.

Additionally, Jan has experience as a Registered Investment Advisor at UBS and as a Law Clerk at San Mateo County District Attorney's office.

Jan's approach involves working collaboratively with clients to develop personalized investment goals, manage assets and liabilities, and design systems and strategies to meet individual needs and objectives.

Furthermore, Jan is dedicated to assisting clients in preserving and growing their wealth, planning for retirement, and addressing estate and legacy planning concerns for future generations.

Jan shares insights and expertise through a blog, further showcasing a commitment to financial education and empowerment.

With a strong foundation in finance, law, healthcare, and business administration, Jan Attard is a versatile professional with a passion for helping clients secure their financial futures.

Jan Attard
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Location

San Francisco Bay Area