Jared Tanimoto, CFP® Ascent Wealth
- 400 Spectrum Center Dr Floor 19, Irvine, CA 92618
- (949) 535-3559
- http://www.ascentwealthadvisors.com/
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 Irvine, 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 Southern California and currently reside in Irvine with my wife, daughter Quinn, dog Gracie (schnoodle). We live a very active lifestyle, enjoy experimenting with new foods in the kitchen and doing pretty much anything that involves the outdoors. Outside the office, you can find me rock climbing, mountain biking, diving, skiing, backpacking, or even playing a round of golf. My wife Paige is a CPA and works for a large accounting firm. 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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
- HENRY (High Earners, Not Rich Yet)
- Medical Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
Fee Options
- Monthly Fee: $250+/mo
- Flat Fee: $1000+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
