
T.J. van Gerven, CFP®
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
One thing I want my clients to know about me is...
I practice the same planning and investment principles as my clients.
Clientele
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
Investment Management
Tax Planning
Financial Planning
Estate Planning Strategies
Specialties and Expertise
Credentials and Designations

Certified Financial Planner™
Click to learn more
Pricing Models
Education
Virginia Polytechnic Institute and State University (Virginia Tech)
Economics
Obtained in 2015
Advisor Links
Disclosures and Proof of License
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.