Irvine, CA
Jared Tanimoto
Hi there! 👋🏼 I’m Jared, a financial advisor based in Irvine, California with over a decade of experience helping clients make well-informed financial decisions to achieve their long-term goals. I’m passionate about diving into the intricacies of financial planning - whether it’s preparing for retirement, navigating investments, or optimizing tax strategies. I take pride in making complex topics easier to understand, so my clients feel confident and in control of their financial future.
I am a proud graduate from The University of California, Irvine (UCI) where I studied Business Economics, and the Executive Financial Planning program at The Graziadio School of Business at Pepperdine University, along with the Certified Financial Planner (CFP®). Outside of work, you’ll find me outdoors doing something fun with my wife Paige (who’s a CPA and economist) and my two kids. I love every kind of outdoor activity from backpacking and mountaineering to rock climbing, spearfishing and skiing. You might even find me on the golf course, if I’m looking for a little relaxation.
Jared
’s team
Savvy Investment Team
Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
I believe in thoughtful, personalized planning that reflects the complexity of your financial life. I take pride in digging into the intricate details others often overlook, bringing clarity and confidence through strategies built around your unique goals.
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How can I help?
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
Published Content
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Get to know
Jared
Jared is a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California. He started his financial planning career in 2010, after graduating from the University of California, Irvine, as a financial services representative with several insurance based broker-dealers.
After many years, Jared felt like there was a major flaw in the system, in his opinion, it wasn’t designed to put the client first. As time went on, he wanted to transition out of selling commissionable products and securities. Jared decided to leave his sales commissions and incentive bonuses to become a pure fiduciary-based financial advisor.
Jared is also a proud graduate of The University of California, Irvine (UCI) where he studied Business Economics, and the Executive Financial Planning program at The Graziadio School of Business at Pepperdine University. Jared loves supporting his profession and giving back to the community. He found a way to do both by actively volunteering as a member of the Financial Planning Association (FPA).
Outside of work, you’ll find Jared outdoors doing something fun with his wife Paige (who’s a CPA and economist) and two kids, Quinn and Reid. He loves every kind of outdoor activity from backpacking and mountaineering to rock climbing, spearfishing and skiing. You might even find him on the golf course, if he’s looking for a little relaxation.
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How did you become a financial advisor?
I started my financial planning career in 2010, after graduating from the University of California, Irvine, as a financial services representative with several insurance based broker-dealers. After many years, I felt like there was a major flaw in the system - it wasn’t designed to put the client first. As time went on, I found myself wanting to transition out of selling commissionable products and securities and move towards the fiduciary relationship model .. I gave up my Series 7 and 66 licenses to build my own firm, Seadi Wealth in 2017, with a fiduciary responsibility to act in my client’s best interest.
I am now CERTIFIED FINANCIAL PLANNER™, and earned my Executive Certificate of Financial Planning at The Pepperdine University, Graziadio School of Business. During my career, I have spent several years working as a portfolio manager for a small arbitrage hedge fund. This experience has allowed me to leverage my institutional background while working with and developing strategies with my current clients. I now feel that sense of purpose when I’m helping people prepare for their financial future by implementing a unique but simple process all in a fiduciary capacity.
What types of clients do you work with?
Many of my clients are retirees or pre-retirees who are actively looking for an optimal way to navigate the complexities of retirement.
While I help people across a range of professions prepare for their financial future, I offer specialized planning for:
Medical professionals with unique income structures and practice considerations
Tech employees with equity compensation, such as stock options and RSUs
Entrepreneurs and small business owners managing both personal and business financial goals
My clients often come to me with complex financial questions, and they value having a strategic partner to help them make confident, well-informed decisions.
What areas of expertise do you have?
As a CERTIFIED FINANCIAL PLANNER®, I specialize in complex planning with a focus on tech professionals and entrepreneurs - especially those navigating stock options and equity compensation. I love diving into the intricate details of each client’s unique situation and building tailored personalized strategies.
What kinds of strategies do you help clients with?
I specialize in complex financial planning, with a focus on alternative investments, equity compensation, stock options, and Roth conversion strategies. While I take a comprehensive approach to wealth management, I believe my true value lies in creating tailored solutions - avoiding a “one-size-fits-all” type of advice.
What is your favorite part of working with clients?
My favorite part is seeing the transformation—when someone goes from feeling overwhelmed or uncertain about their finances to gaining real clarity and confidence in their plan. That sense of security we build together is incredibly rewarding.
I’m a numbers person at heart and love “nerding out” on the complexities. I see every financial situation as a unique puzzle, and I enjoy digging into the details to find creative, strategic solutions, not just offering cookie-cutter advice. Helping my clients feel in control and empowered is what drives me every day.
What is it like partnering with Savvy?
Partnering with Savvy allows me to expand my range of services and solutions to my clients. This includes access to alternative investments and advanced planning strategies. The technology platform is also incredibly appealing to me as a financial advisor because it streamlines my workflow and helps me serve clients more efficiently and effectively. This ultimately means I can spend more time where it matters most: providing personalized advice and building long-term relationships.
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Jared
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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