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Jared Tanimoto, CFP®

InvestmentNews 40 Under 40, Financial Planning Association OC Board Chair

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Ascent Wealth Advisors Jared Tanimoto, CFP®
Irvine, California

Serving Clients Nationwide

InvestmentNews 40 Under 40, Financial Planning Association OC Board Chair

Areas of Focus

  • Cryptocurrency
  • Employee Stock Options
  • Inherited Wealth
  • Investment Management
  • Living in Retirement

About Me

Hi, I’m Jared Tanimoto, CFP® and I’m the founder of Ascent 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 and a 2021 Recipient of the InvestmentNew's 40 Under 40 Award

➕ 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 Ascent 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

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

400, Spectrum Center Drive, Irvine, California, 92618

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • 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

Ascent Wealth Advisors LLC 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

Awards and Honors

  • InvestmentNews 40 Under 40

Badges

Hobbies and Interests

  • Camping
  • Family
  • Fishing
  • Golf
  • Grilling
  • Hiking
  • Photography
  • Skiing
  • Wine

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Technology Professionals
  • Young Families

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