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T.J. van Gerven, CFP®

T.J. van Gerven, CFP®

Boston, MA
Verified Identity

Founder and Planner at

Memento Financial Planning

Years of Experience

7 years

Number of Clients

40

Average Client Size

$700,000

Member Since

2022

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...

One thing I want my clients to know about me is...

I practice the same planning and investment principles as my clients.

Clientele

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

Typical client profiles include dual-income households where at least one partner receives a form of equity compensation. Common goals include achieving work-optional before traditional retirement age.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Virginia Polytechnic Institute and State University (Virginia Tech)

Economics

Obtained in 2015

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: August 29, 2025