Adfi_logo

T.J. van Gerven, CFP® | Financial Advisor

Profile img for T.J. van Gerven, financial advisor at Memento Financial Planning
Boston, MA
T.J. van Gerven, CFP®
Financial Advisor
Founder and Planner at
Memento Financial Planning

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I’m T.J. van Gerven, CFP®, founder of Memento Financial Planning. I help professionals and families use their money with intention so they can build financial flexibility and independence. My work is focused on guiding clients through the real-life decisions that shape their financial future - from managing equity compensation and minimizing taxes to making sure their investments align with their long-term goals. Every plan is tailored to balance today’s lifestyle with tomorrow’s security. I founded Memento Financial Planning to create a space where clients can feel confident, supported, and empowered in their financial lives. Instead of chasing the “perfect plan,” we focus on the tradeoffs that matter most to you and your family. When I’m not working with clients, you’ll usually find me listening to audiobooks, enjoying Martha’s Vineyard, or spending time with friends and family. Why Work With Me ✅ 7+ years of experience helping clients simplify complex financial decisions ✅ Fee-only, fiduciary advice — no commissions, ever ✅ Expertise in tax-efficient strategies, cash flow, and equity compensation planning ✅ A planning process that integrates your entire financial picture, not just investments
More

Specialties and Expertise

12
Tax Minimization Investment Strategies
Cash Flow Analysis
Portfolio Construction
High Net Worth Planning
Cryptocurrency & NFTs
Environmental, Social, and Governance (ESG)
Socially Responsible Investing (SRI)
Alternative Investments
Debt Management
Credit & Lending Needs
College Planning
Retirement Income

Clientele

7
Tech Employees
Tech Sales
Startup Employees
Software Engineers
High Net Worth Individuals
Corporate Executives
Entrepreneurs

Credentials and Designations

1
credentialsImg

Certified Financial Planner™

Education

1
Virginia Polytechnic Institute and State University (Virginia Tech)EconomicsYear Obtained: 2015
Quick Facts About T.J.
Years of Experience:7 yearsMember since:2022Average Account Size:$700,000Number of clients:40

Services Provided

How I help my clients

Investment Management

service_img
More

Tax Planning

service_img
More

Financial Planning

service_img
More

Estate Planning Strategies

service_img
More

Pricing Models

Flat Fee

Proof of License

SEC Profile
profile_picture
Boston, MA
T.J. van Gerven, CFP®
Financial Advisor
Founder and Planner at
Memento Financial Planning
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 08-29-2025