Theodore van Gerven (CFP®)
Theodore van Gerven focuses in the
following client markets or areas of practice:
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Millennials
- Tax Planning
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Millennials
- Tax Planning
Planning Specialties
"T.J. helps equity compensated employees optimize taxes and plan for financial independence."
Theodore Joseph (T.J.) van Gerven is the founder of Memento Financial Planning, an independent fee-only firm working virtually with clients across the country.
T.J. specializes in helping equity-compensated professionals manage taxes, employer stock, and long-term investing strategies while being mindful of risk and opportunity.
He also focuses on helping clients use their money intentionally—to create a life that reflects what matters most to them.
Additional Information
If you’re interested in investing with intention—whether that’s building toward financial independence, lowering your tax bill, or aligning spending with what matters—you're in the right place.
T.J. van Gerven is the founder of Memento Financial Planning, an independent fee-only practice helping high-earning professionals create financial flexibility. Our approach combines technical planning with deeper conversations about how you want to use your resources.
We work virtually with clients across the U.S., specializing in equity compensation planning, long-term investing, and values-based financial life planning.
NAPFA Start Date
October 19, 2018
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