AeroLeads people directory · profile
Jared Tanimoto, Cfp® Email & Phone Number
Wealth Manager
at
Savvy Wealth
1 work email found
@onefpa.org
2 phones found area 562
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
Irvine, California, United States
Company size
Who is Jared Tanimoto, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jared Tanimoto, Cfp® is listed as Wealth Manager at Savvy Wealth, a with 145 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at onefpa.org, phone signal with area code 562, and a matched LinkedIn profile for Jared Tanimoto, Cfp®.
Jared Tanimoto, Cfp® previously worked as Founder & Financial Advisor at Sedai Wealth Partners, Llc and Board Chair at Financial Planning Association (Fpa). Jared Tanimoto, Cfp® holds B.A., Business Economics from Uc Irvine.
Company email context
Email format at Savvy Wealth
This section adds company-level context without repeating Jared Tanimoto, Cfp®'s masked contact details.
*@onefpa.org
68% confidence
AeroLeads found 1 current-domain work email signal for Jared Tanimoto, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jared Tanimoto, Cfp®
Jared is recognized as an Investopedia Top 100 Financial Advisor as well as a 40 Under 40 Advisor by InvestmentNews. He is the founder of Ascent Wealth Advisors, a fee-only wealth management firm helping families navigate their finances and build wealth. Ascent Wealth is a Registered Investment Advisor (RIA) that operates under the fiduciary standard and will never accept commissions, kickbacks, or other incentives - this means our clients' interests will always come first even if doing so results in lower compensation for the firm. We are part of the Financial Planning Association, National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Advisors in Philanthropy, Orange County Advisors Network, and the XY Planning Network.
Listed skills include Investments, Financial Planning, Estate Planning, Retirement Planning, and 6 others.
Current workplace
Jared Tanimoto, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Savvy Wealth
8 roles · 17 years
Jared Tanimoto, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Financial Advisor
CurrentFee-Only Registered Investment Advisor (RIA) & Wealth Management Firm (formerly Ascent Wealth)
2017 - Present
~9 yrs 6 mos
2022 - 2023
~1 yr
President
2021 - 2022
~1 yr
2017 - 2019
~2 yrs
2015 - 2016
~1 yr
Financial Services Representative
2012 - 2015
~3 yrs
Registered Representative
2010 - 2012
~2 yrs
3 education records
Jared Tanimoto, Cfp® education
B.A., Business Economics
Uc Irvine
Executive Certificate In Financial Planning
Pepperdine Graziadio Business School
High School
Troy High School
FAQ
Frequently asked questions about Jared Tanimoto, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jared Tanimoto, Cfp® work for?
Jared Tanimoto, Cfp® works for Savvy Wealth.
What is Jared Tanimoto, Cfp®'s role at Savvy Wealth?
Jared Tanimoto, Cfp® is listed as Wealth Manager at Savvy Wealth.
What is Jared Tanimoto, Cfp®'s email address?
AeroLeads has found 1 work email signal at @onefpa.org for Jared Tanimoto, Cfp® at Savvy Wealth.
What is Jared Tanimoto, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 562 for Jared Tanimoto, Cfp® at Savvy Wealth.
Where is Jared Tanimoto, Cfp® based?
Jared Tanimoto, Cfp® is based in Irvine, California, United States while working with Savvy Wealth.
What companies has Jared Tanimoto, Cfp® worked for?
Jared Tanimoto, Cfp® has worked for Savvy Wealth, Sedai Wealth Partners, Llc, Financial Planning Association (Fpa), Banbury Group Lp, and Principal Financial Group.
How can I contact Jared Tanimoto, Cfp®?
You can use AeroLeads to view verified contact signals for Jared Tanimoto, Cfp® at Savvy Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jared Tanimoto, Cfp® attend?
Jared Tanimoto, Cfp® holds B.A., Business Economics from Uc Irvine.
What skills is Jared Tanimoto, Cfp® known for?
Jared Tanimoto, Cfp® is listed with skills including Investments, Financial Planning, Estate Planning, Retirement Planning, Leadership, Iras, Asset Management, and 401 Retirement Savings Plans.
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