Jared Tanimoto

CFP®

Ascent Wealth

Founder & Financial Advisor

Jared Tanimoto

CFP®

Ascent Wealth

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®

(949) 535-3559

Fee-Only financial planner located in Irvine, CA, serving families families across the country.

Meet Jared Tanimoto

Jared Tanimoto is a fee-only financial advisor and the founder of Ascent Wealth located in Irvine, CA.


Here’s a quick rundown of what I’ve been up to:

  • I was born and raised in a town called Hacienda Heights – on the outskirts of Los Angeles.
  • I’ve spent my entire life living in California but eventually grew curious of the world which has led me to explore many unique places around the globe.
  • A major turning point in my life was in 2003 when I took a computer programming course.  I officially became a geek!
  • I studied at the University of California, Irvine and received my BA in Business Economics where my interest in statistics and probabilites began.
  • I had my first internship in 2005 at a software development company. This eventually led to my obsession with numbers, technology, and the complex investment world. 
  • In 2010, I started my career as an advisor at an insurance broker-dealer where much of the business was selling commissionable insurance products and securities.
  • Prior to launching my firm, I joined a hedge fund running an arbitrage strategy and eventually became manager of a fund.
  • In 2016, I started Ascent Wealth Advisors LLC – a planning and quantitative investment based RIA firm with a fiduciary approach. I gave up all my commissions and left the broker-dealer world for good! 
  • My goal in creating Ascent Wealth is to truly help people avoid any dishonest and unfair practices in the financial services industry and guide them through the complexities of the financial world.  The mantra I follow is, “do the right thing for clients every time, all of the time.”  I know it sounds cheesy, but it’s true!
  • Outside of my professional life, my wife and I live a very active lifestyle and enjoy anything that involves the outdoors.  When I’m not in the office, you can find me rock climbing, mountain biking, spearfishing, skiing, camping, and playing golf.  
  • My wife Paige is a CPA and works for a large accounting firm as an auditor.  We both love traveling and one of our dreams is to dive on all 7 continents.

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

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

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.

Contact Jared Tanimoto

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Office Locations:

  • 200 Spectrum Center Dr
    Irvine, CA 92618

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