Jared Tanimoto, CFP® Ascent Wealth

About Jared Tanimoto, CFP®

WHO WE ARE AND HOW WE CAN HELP

Hi, I’m Jared Tanimoto, CFP® and I’m the founder of Ascent Wealth, a fee-only Registered Investment Advisor based out of Newport Beach, CA.  We work with clients both locally and virtually across the country to help plan out their financial future.

As a modern financial planning firm, we utilize the latest technology to help clients monitor and stay up to date with their financial plan and investments no matter where they live.

We work with young clients in their 30’s and 40’s looking to organize their financial life and start planning.  If that sounds like you – feel free to reach out!

WE BELIEVE IN A TRANSPARENT PROCESS
No hidden fees, no commissions, and no nickle and diming. We clearly communicate costs, potential and realized returns, risks, and opportunities.

WHAT MAKES US DIFFERENT?
My goal is simple – to make the world better one client at a time.  There are no aspirations to become the largest investment firm, but instead have a limited number of highly personalized client relations and know each and every client.

ABOUT JARED

Personal:

I was born and raised in a town called Hacienda Heights on the outskirts of Los Angeles and spent most of my adult years living in Orange County, California. Outside of our desk jobs, my wife and I live a very active lifestyle. We enjoy experimenting with new foods in the kitchen, visiting small wineries and breweries, and doing pretty much anything that involves the outdoors. On a typical weekend, you can find me rock climbing, mountain biking, diving, skiing, backpacking, and playing golf.  My wife Paige is a CPA and works for a big accounting firm as an auditor.  We both love to travel and one of our dreams is to dive all 7 continents.

Professional:

I graduated from the University of California, Irvine with a BA in Business Economics.  Soon after graduating, I began working in the financial services industry for several large insurance broker-dealers including MassMutual Financial Group and Principal.  A few years after joining the industry, I knew I wanted to provide more in depth financial planning and enrolled in the Certified Financial Planner™ course at Pepperdine University and earned the CFP® marks several years later.  In 2016, I gave up all my commissions and left my broker-dealer to start Ascent Wealth so that I could become a fiduciary and empower and provide individuals with unbiased advice without the sales incentives and kickbacks of typical commission based firms.

 

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Medical Professionals
  • Offers Free Assistance to Furloughed Government Workers

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $80/month (billed quarterly (For assets under $100,000)
  • AUM: 1.1%

SEC Records

States Registered

  • California

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