Jared Tanimoto

CFP®

Ascent Wealth Advisors

Founder & Financial Advisor

Contact Me

Jared Tanimoto

CFP®

Ascent Wealth Advisors

Founder & Financial Advisor

"Planning for retirement should leave you happy and feeling good, with more money in your pocket. Complex strategies, smart investing, and implementation — we’ve got you covered." - Jared Tanimoto, CFP®

Contact Me

949-535-3559

Website

InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor

Jared Tanimoto is a Irvine, CA fee-only financial planner. Ascent Wealth provides financial planning and investment management to retirees.  As a fee-only, fiduciary, and independent financial advisor, Jared Tanimoto is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jared is a recepient of the InvestmentNews 40 Under 40 Award and is also a Past President of the Financial Planning Association of Orange County, a 500+ member organization of local CFP® professionals. 

Hi, I’m Jared Tanimoto, CFP® and I’m the founder of Ascent Wealth Advisors. 

After many years of working for broker-dealers as well as time at an institutional firm that managed the money of some of the wealthiest families in the country, I recognized there was a major flaw in the system. It wasn’t designed to put the client first.

In fact, most of the professionals that claimed to be financial advisors were actually brokers in disguise--putting the interests of their employers and themselves well above the interests of the clients they served.

Not wanting to be part of that system, I decided to leave my sales commissions and incentive bonuses to become a pure fiduciary financial advisor. This led me to found Ascent Wealth Advisors, a Registered Investment Advisor (RIA) firm to help people in a fiduciary capacity. 

Today, we help people prepare for retirement, by implementing a well defined financial planning process combined with institutional quality wealth management

Jared Tanimoto is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

About Ascent Wealth

Ascent Wealth Advisors LLC is a fee-only Registered Investment Advisor located in Irvine, CA. We work with clients both locally and virtually to help plan their financial future and retire with confidence.

We work with many retirees (and those close to it) looking for an optimal way to approach the complexities of retirement. Whether they're currently in retirement or several years out, our unique Wealth by Design planning process will solve just that.

What makes us different?

Our goal is simple - to make the world better one client at a time.  There are no aspirations to become the largest planning firm or focus on managing the most money, but instead, have a limited number of highly personalized client relations and know each and every client.

We believe in a transparent process

No hidden fees, no commissions, and no nickel and diming. We clearly communicate fees, potential and realized returns, risks, and opportunities.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Management

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • High Income Earners
  • Travel Oriented Families

Working Together

  • Virtual Meetings
  • No Product Sales
  • Fee Only
  • Modern Technology Stack

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jared Tanimoto is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Jared Tanimoto is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Jared Tanimoto is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Jared Tanimoto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jared Tanimoto

949-535-3559

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Office Locations:

  • 400 Spectrum Center Dr
    Floor 19
    Irvine, CA 92618
  • 555 W 5th St 35th Floor
    Los Angeles, CA 90013
  • 1240 Rosecrans Ave
    Manhattan Beach, CA 90266
  • 400 Capitol Mall 900
    Sacramento, CA 95814
  • 400 Concar Dr
    San Mateo, CA 94402
  • 100 W Broadway
    Long Beach, CA 90802

Ascent Wealth Advisors LLC (“AWA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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