TJ van Gerven, CFP®

Financial Planner for Millennial Couples: work-optional strategy

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Modern Wealth Builders TJ van Gerven, CFP®
Boston, MA

Serving Clients Nationwide

Financial Planner for Millennial Couples: work-optional strategy

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 Memento Financial Planning, 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

Primary Location

9X74+56 Boston, MA, USA

Video

Meeting Options

  • Video Conference

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

There is no need to prepare anything for your session. We will use this time to learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.

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

FINRA Lookup

View Disclosure

Who 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

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