Jared Tanimoto, CFP®
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.
Irvine, CA
"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."
How can I help?
Tax Optimization
Investment Management
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.
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.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Jared.
Get to know Jared
I am a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California. 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 -in my opinion, it wasn’t designed to put the client first. As time went on, I wanted to transition out of selling commissionable products and securities.. I decided to leave my sales commissions and incentive bonuses to become a pure fiduciary-based financial advisor.
I’m also a proud graduate of 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. I love supporting my profession and giving back to the community. I found a way to do both by actively volunteering as a member of the Financial Planning Association (FPA).
Outside of work, you’ll find me outdoors doing something fun with my wife Paige (who’s a CPA and economist) and two kids, Quinn and Reid. 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.
Book a 30-min introductory call with Jared.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Josh Bergman is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Josh Bergman are offered through Savvy. JNB Wealth is an independent marketing brand name used by Josh Bergman for advertising and marketing purposes only. JNB Wealth and Savvy are not related or affiliated.
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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