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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
Theodore Joseph (T.J.) is a financial planner, the founder of Memento Financial Planning, and the host of the podcast Do More With Your Money. After graduating from Virginia Tech, T.J. has spent his entire career in the financial services industry as a financial planner. T.J. is passionate about helping millennials use money intentionally as a tool to build toward financial flexibility and independence. Outside of helping clients with their financial plan, T.J. enjoys practicing Muay Thai, listening to audiobooks, going to Martha’s Vineyard, and hanging with his friends and family.
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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

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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

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Tax Planning

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Financial Planning

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Estate Planning Strategies

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Boston, MA
T.J. van Gerven, CFP®
Financial Advisor
Founder and Planner at
Memento Financial Planning
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Profile last updated: 03-01-2025
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