Jared Tanimoto (CFP)

Jared Tanimoto focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Jared Tanimoto is an Irvine, CA fee-only financial planner. Ascent Wealth provides retirement planning and wealth management services helping clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Jared Tanimoto is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Additional Information

Fee-Only Newtowrk: https://www.feeonlynetwork.com/financial-advisor/jared-tanimoto/ CFP Board: https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/7907d622-fa6b-4114-965d-e02483ddc82e XY Planning Network: https://www.xyplanningnetwork.com/advisors/jared-tanimoto-cfp/

NAPFA Start Date

July 05, 2017


This Office

400 Spectrum Center Dr Floor 19 Irvine, CA 92618 Phone: (949) 535-3559