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®

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

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.

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

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.

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

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Retirement Planning

Ideal Clients

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

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.

Contact Jared Tanimoto

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Office Locations:

  • 200 Spectrum Center Dr
    Irvine, CA 92618

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