Jared Tanimoto, CFP®

Investopedia Advisor Council & Top 100 Advisor | InvestmentNews 40 Under 40

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Savvy Wealth Jared Tanimoto, CFP®
Irvine, CA

Serving Clients Nationwide

Investopedia Advisor Council & Top 100 Advisor | InvestmentNews 40 Under 40

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Areas of Focus

  • Alternative Investments
  • Cryptocurrency
  • Employee Stock Options
  • Inherited Wealth
  • Investing
  • Money Psychology
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Taxes

About Jared Tanimoto, CFP®

About Me
Hi, I’m Jared Tanimoto, CFP®, a financial planner and investment advisor based in Irvine, California. I work with clients both locally and virtually across the country, helping them navigate their financial future with clarity and confidence. My goal is simple: to provide thoughtful, personalized financial guidance so you can focus on what matters most.

With over 15 years of experience, I’ve had the privilege of serving as President of the Financial Planning Association of Orange County, being recognized as an InvestmentNews 40 Under 40 honoree, and contributing as a founding member of the Investopedia Advisor Council. I am also honored to be recognized as an Investopedia Top 100 Advisor, highlighting my commitment to financial education and thought leadership.

Background & Education
I graduated from the University of California, Irvine, where I studied Business Economics. My passion for financial planning stems from a deep interest in helping people make informed, strategic decisions that align with their values and goals. Over the years, I’ve worked with individuals and families at various life stages, guiding them through investment management, retirement planning, and wealth-building strategies.

Way of Life
Family, lifelong learning, and helping others are central to who I am. My wife is a macroeconomist, and together, we’re raising our two young children, which has given me a deep appreciation for the importance of long-term financial planning and generational wealth-building. I enjoy working with people who value integrity, thoughtful planning, and long-term success. My approach to financial advice is rooted in clarity, transparency, and trust, ensuring my clients feel confident in their financial decisions.

Hobbies & Interests
Outside of work, I love spending time with my family, exploring the outdoors, and staying active. I’m an avid rock climber and enjoy pushing my limits both mentally and physically. I also have a passion for hiking, camping, mountain biking and discovering new ways to stay active while enjoying nature.

Looking forward to helping you build a financial future with confidence.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association
  • The AGC

Primary Location

530 Technology Dr. Ste 100, Irvine, CA 92618

Additional Locations

📍 900 Broadway Floor 2, New York, NY 10010

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button and chedule an initial 15-minute meet-and-greet. Let's find out how we can help you and your family! We’ll ask about your goals and discuss the different types of planning we can offer. And we’ll answer any questions you have about us, too.

Offers Investment Management

Yes

About Savvy Wealth

At Savvy Advisors, we help people make better financial decisions so they can live the life they aspire to live. Whether you’re growing your wealth, planning for retirement, or navigating a major life transition, we’re here to guide you every step of the way.

✔️ Personalized Planning – Your goals come first. We craft financial strategies tailored to your unique aspirations.
✔️ Fiduciary Commitment – We provide transparent, conflict-free advice that’s always in your best interest.
✔️ Curated Investment Portfolios – Personalized portfolios, backed by a fully dedicated investment team, with proactive management and research-driven guidance to keep you aligned with your financial goals.
✔️ Smart Technology + Human Expertise – Get the best of both worlds: cutting-edge financial tools with hands-on guidance.

Financial planning shouldn’t feel overwhelming—it should feel empowering. With Savvy Advisors, you gain a trusted partner who helps you make informed decisions with confidence.

Let’s build your future, together.

Education

UC Irvine, B.A., Business Economics

Volunteer Experience

Financial Planning Association - Past President

Awards and Honors

  • Investopedia Top 100 Advisor
  • InvestmentNews 40 Under 40
  • Investopedia Advisor Council Founding Member

Badges

Hobbies and Interests

  • Basketball
  • Camping
  • Exercising
  • Family
  • Fishing
  • Golf
  • Hiking
  • Photography
  • Rock Climbing
  • Skiing
  • Traveling
  • Wine

Who We Serve

  • Business Owners
  • Content Creators
  • Corporate Executives
  • Gen X
  • Gen Y / Millennials
  • Physicians
  • Real Estate Investors
  • Technology Professionals

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