Jared Tanimoto, CFP®

CFP®

Ascent Wealth Advisors LLC

Founder & Financial Advisor

Jared Tanimoto, CFP®

CFP®

Ascent Wealth Advisors LLC

Founder & Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to pre-retirees looking to plan and create a more intentional lifestyle and take control of their finances. - Jared Tanimoto, CFP®, CFP®

Fee-Only Financial Planner in Southern California helping people make a seamless transition into retirement

Jared Tanimoto is a Irvine, CA fee-only financial planner. Ascent Wealth provides financial planning and investment management to retirees as well as people in the medical field.  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.

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, in 2017.

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

Jared Tanimoto, CFP® 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
  • Wealth Management
  • Comprehensive Financial Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Outdoor-Focused Individuals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No Product Sales
  • Fee Only

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.

  • 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.

  • 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.

Contact Jared Tanimoto, CFP®

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Office Locations:

  • 400 Spectrum Center Dr
    Floor 19
    Irvine, CA 92618
  • Newport Beach, CA 92657
  • Huntington Beach, CA 90742
  • Costa Mesa, CA 92626
  • Laguna Beach, CA 92637
  • Torrance, CA 90504

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