TJ van Gerven, CFP®
Financial Planning For High Earning Millennials
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Modern Wealth Builders
TJ van Gerven, CFP®
Boston, MA
Serving Clients Nationwide
Financial Planning For High Earning Millennials
Areas of Focus
- Cash Flow
- Cryptocurrency
- Employee Stock Options
- High Net Worth
- Retiring Early (F.I.R.E)
- Taxes
About Me
Theodore Joseph (T.J.) is a financial advisor and planner, the founder of Modern Wealth Builders, and the host of the podcast, Do More With Your Money.After graduating from Virginia Tech, T.J. has spent his entire career in the financial services industry as a financial planner. T.J. is passionate about helping millennials use money intentionally as a tool to build toward financial flexibility and independence.
Outside of helping clients with their financial plan, T.J. enjoys practicing Muay Thai, listening to audiobooks, going to Martha’s Vineyard, and hanging with his friends and family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
Boston MA
Video
Meeting Options
- Video Conference
Compensation Methods
- Fee Only
- Flat Fee
Offers Investment Management
Yes
Education
Virginia Tech, Economics, Actuarial Science
Languages
- English
Hobbies and Interests
- Basketball
- Beach
- Board Games
- Camping
- Cooking
- Eating Out
- Exercising
- Family
- Football
- Music
- Reading
- Relaxing
- Running
- Sports
- Traveling
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Couples
- Crypto Investors
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Newly Engaged / Newlywed
- Parents
- Physicians
- Sales Professionals
- Technology Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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