Jared Tanimoto
CFP®
Ascent Wealth Advisors
Founder & Financial Advisor
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®
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
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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.
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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.
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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.
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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.
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Jared Tanimoto Named to the 2021 Class of InvestmentNews 40 Under 40
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Jared Tanimoto is 2021 President of the Board of Directors for the Financial Planning Association of Orange County
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Jared Tanimoto is a Member of The International Association of Advisors in Philanthropy
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Jared Tanimoto Presents a Financial Planning Workshop for JCI Gardena
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Jared Tanimoto is Quoted in Forbes: "5 Credit Card Habits To Take To College And Beyond"
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Jared Tanimoto is Quoted in US News and World Report: "A Guide to Your IRA"
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Jared Tanimoto is Quoted in Financial Planning Magazine: "You Can Get Free, Personalized Financial Advice During the Coronavirus Crisis. Here's How"
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Jared Tanimoto Writes for Advisorpedia: "What to Make of Rising Inflation and the Current State of the Economy"
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Jared Tanimoto is a Member of Advisors Growing as a Community (AGC™), a private, online community for growth-minded advisors that are lifelong learners, committed to self-discovery, and eager to collaborate with their peers to grow their practices and do better for their clients.
Contact Jared Tanimoto
Office Locations:
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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