NAME:
Jared Tanimoto

FIRM:
Sedai Wealth

CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP)

WEBSITE
www.ascentwealthadvisors.com

PRACTICE OVERVIEW

I help high income millennials build wealth.

ABOUT THIS PRACTICE

Jared Tanimoto is a CERTIFIED FINANCIAL PLANNER™ and founder of Ascent Wealth Advisors, a fee-only RIA based out of Irvine, CA, and has been working in the financial services industry for over 10 years. Jared is an Investopedia Top 100 Advisor and was nominated to InvestmentNews’ 40 Under 40 list for 2021. He is also a past President of the Financial Planning Association of Orange County and. Outside his professional life, Jared and his wife live an active lifestyle with their two kids and enjoy anything that involves the outdoors. While out of the office, you can find him rock climbing, mountain biking, free diving, skiing, and playing golf.

HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS

I help millennials through financial planning. One of the areas I use Tiller is for helping with cash flow planning and to help understand where both their business and personal income goes.

CONTACT
Email: jared@ascentwealthadvisors.com
Phone: 949-535-3559
LinkedIn: https://www.linkedin.com/in/jaredtanimoto/