Janet Grace Beers Attard

Personal Finance, Retirement, Investing
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“Jan's mission is to empower each individual to reach financial independence through generational wealth planning.”
Firm:

J. Oliver Maxwell, LLC

Job Title:

Chief Investment Officer

Biography:

J. Oliver Maxwell, LLC an Independent, Fee Only, Registered Investment Advisor Firm offering investment and financial planning service. At the firm, the goal is to empower all investors to reach for and to become financially independent. A step by step process where the first step must be taken by the client to budget, save, invest and trust in the process over time. Financial accumulation and wealth building is accomplished via a team approach where Jan oversees all aspects of J. Oliver Maxwell's investment and portfolio management process with over 20 years of experience in the investment field.  Jan first learns about each investor's goals and objectives, understands the history of each family and their individual needs, business planning, identification of assets to taylor an action plan modeled for long term grow and disciplined wealth management and accumulation utilizing research, portfolio management, asset allocation and deliberate  risk management to achieve pride in the best results achieved for generations to come.

Jan began her career with UBS Financial Services in San Francisco, California as Vice President, Wealth Management and Estate Planning Services. Jan then served as Executive Vice President and Portfolio Manager at Roundhill Securities, Alamo, California.  Jan moved to J. Oliver Maxwell, LLC in the wine country where she is now working with a focus to personalize each portfolio with a clear financial plan of action while providing superior service, experience and portfolio management expertise to gain superior and consistent results. Jan is passionate in attaining results for her clients.

Jan received her Bachelor of Science from Georgetown University in 1978,  M.B.A. from Ashford University in 2010, CMT Certification at Golden Gate University, San Francisco 2001. Jan received Series 7, 63, 65 and Insurance licenses while a Broker at UBS Paine Webber, San Francisco. Jan gives back to the community by empowering  millennials. Jan has been a Docent at the Blackhawk Auto Museum, Wheelchair Museum and CASA organization.

Jan takes her roll as Financial Advisor/ Financial Fiduciary very seriously.  

Jan looks forward to achieving with you all financial goals.

 

All the very best,

Jan

Jan Attard, MBA, Registered Investment Advisor

J. Oliver Maxwell

www.jolivermaxwell.com

tele. # 925-876-1377

 

Offer:

A copy of Jan's book is offered with each individual financial consultation.

Learn how to direct all your energy to creating your financial plan/masterpiece.

Education:

MBA, Ashford University
CMT, Golden Gate University
Series 7, Series 63, Series 65, NASD
#01182973, Realtor, J. Rockcliff Realty

Fee Structure:

Fixed
Author: Tunnel Vision, a focused life (Empower Your Money)

CRD Number:

155656

Insurance License:

#0C94026

Disclaimer:

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Jan Attard, Principal, J. Oliver Maxwell, LLC. Material presented is believed to be from reliable resources and we make no representations as to its accuracy or completeness. Fee only financial planning and investment advisory services are offered through J. Oliver Maxwell, LLC, a registered investment advisory firm in the state of California. Investing money in the equity and bond markets, mutual funds and ETFs may involve risk resulting in loss of capital.  Past performance is no guarantee of future results.  Each investor should be diligent to research any investment to make sure it is suitable with investment objectives, risk tolerance, risk profile, liquidity considerations, tax situation, and any other feature pertinent to your financial situation. The presence of this web site or any information presented on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California.


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Investors in Hedge Funds and Private Equity Funds are mostly required to be accredited investors requiring minimum investments of $250,000 or more. Whereas Hedge Funds mainly invest in securities in liquid markets having greater liquidity and greater risk for investors to attain high potential returns in a shorter period of time from the use of stocks, bonds, commodities, futures and options exchanges. The Private equity fund invests in privately negotiated transactions through venture capital firms acquiring financially distressed companies utilizing leveraged buyouts which requires a long term focus with limited liquidity.

 

Should you seek immediate or long term investment and wealth advice or counseling please call....

 

All the very best to you,

 

Jan

Jan Attard, Realtor, MBA

www.rockcliff.com/jattard

janattard1@gmail.com

#925-876-1377

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