Jared Tanimoto
Irvine, CA
Verified Identity
Financial Advisor at
Ascent Wealth Advisors
Years of Experience
14 years
Member Since
2023
Allow Me to Introduce Myself
I'm an independent fee only fiduciary advisor.
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
Retirement Income
High Net Worth Planning
Tax Minimization Inv...
Portfolio Construction
Cryptocurrency & NFTs
Business Ownership Strategies
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
University of California, Irvine
Business Economics
Obtained in 2010
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