Areas of Focus
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Alternative Investments
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Employee Stock Options
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Inherited Wealth
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Investment Management
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Retirement Planning
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Taxes
About Me
Hi, I’m Jared Tanimoto, CFP® and I’m the founder of Sedai Wealth, a fee-only Registered Investment Advisor based out of Irvine, CA. We work with clients both locally and virtually across the country to help plan out their financial future. I'm a past President of the Financial Planning Association of Orange County, a Recipient of the InvestmentNew's 40 Under 40 Award, and an Investopedia Advisor Council founding member & Top 100 Advisor.
➕ ABOUT JARED
Personal:
I was born and raised in Southern California and currently reside in Irvine with my wife, daughter, and dog Gracie (schnoodle). We live a very active lifestyle, enjoy experimenting with new foods in the kitchen and doing pretty much anything that involves the outdoors. Outside the office, you can find me rock climbing, mountain biking, diving, skiing, backpacking, or even playing a round of golf. My wife Paige is a CPA and works for a large accounting firm. We both love to travel and one of our dreams is to dive all 7 continents.
Professional:
I graduated from the University of California, Irvine with a BA in Business Economics. Soon after graduating, I began working in the financial services industry for several large insurance broker-dealers including MassMutual Financial Group and Principal. A few years after joining the industry, I knew I wanted to provide more in depth financial planning and enrolled in the Certified Financial Planner™ course at Pepperdine University and earned the CFP® marks several years later. In 2016, I gave up all my commissions and left my broker-dealer to start Sedai Wealth so that I could become a fiduciary and empower and provide individuals with unbiased advice without the sales incentives and kickbacks of typical commission based firms.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
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CFP Board
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Fee Only Network
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Financial Planning Association
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National Association of Personal Financial Advisors
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The AGC
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XY Planning Network
Primary Location
530 Technology Dr. Ste 100, Irvine, CA 92618
Additional Locations
📍 777 South Alameda, Downtown Los Angeles, 2nd Floor, Los Angeles, California 90021, United States of America
📍 101 Jefferson Dr 1st Floor, Menlo Park, CA 94025
📍 4660 La Jolla Village Drive, Suite 100, San Diego, California 92122, United States of America
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Percentage of Assets Managed
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above and scroll down to the Initial Conversation section where you can schedule 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 our Firm
Sedai Wealth is a fee-only Registered Investment Advisor located in Irvine, CA. We work with clients both locally and virtually to help plan their financial future and retire with confidence.
We work with many retirees (and those close to it) looking for an optimal way to approach the complexities of retirement. Whether they're currently in retirement or several years out, our unique Wealth by Design planning process will solve just that. We also work with young clients in their 30s and 40s looking to organize their financial life and start planning. If that sounds like you – feel free to reach out!
As a modern financial planning firm, we utilize the latest technology to help clients monitor and stay up to date with their financial plan and investments no matter where they live.
✅ WE BELIEVE IN A TRANSPARENT PROCESS No hidden fees, no commissions, and no nickel and diming. We clearly communicate costs, potential and realized returns, risks, and opportunities.
✅ WHAT MAKES US DIFFERENT? My goal is simple – to make the world better one client at a time. There are no aspirations to become the largest investment firm, but instead have a limited number of highly personalized client relations and know each and every client.
Education
UC Irvine, B.A., Business Economics
Volunteer Experience
Financial Planning Association - Past President
Awards and Honors
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Investopedia Top 100 Advisor
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InvestmentNews 40 Under 40
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Investopedia Advisor Council Founding Member
Hobbies and Interests
- Basketball
- Camping
- Family
- Fishing
- Golf
- Grilling
- Hiking
- Photography
- Rock Climbing
- Skiing
- Traveling
- Wine
- Working Out
Who We Serve
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Business Owners
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Content Creators
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Corporate Executives
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Gen X
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Gen Y / Millennials
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Physicians
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Real Estate Investors
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Technology Professionals