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Jared Tanimoto | Financial Advisor

Profile img for Jared Tanimoto, financial advisor at Ascent Wealth Advisors
Irvine, CA
Jared Tanimoto
Financial Advisor
Financial Advisor at
Ascent Wealth Advisors

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I'm an independent fee only fiduciary advisor.
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Specialties and Expertise

7
Cash Flow Analysis
Retirement Income
High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction
Cryptocurrency & NFTs
Business Ownership Strategies

Credentials and Designations

1
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Certified Financial Planner™

Education

1
University of California, IrvineBusiness EconomicsYear Obtained: 2010
Quick Facts About Jared
Years of Experience:14 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Irvine, CA
Jared Tanimoto
Financial Advisor
Financial Advisor at
Ascent Wealth Advisors
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