Specialties
- Medical Professionals
- Pre Retirees
- Retirees
Jared Tanimoto, CFP®
Firm
Bio
I’m Jared, a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California.
After many years of working for several large wealth management firms as well as time in the hedge fund industry, I recognized there was a major flaw in the system. They weren’t designed to put the client first.
In fact, many of the professionals I’ve met in my career claimed to be financial advisors but 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 start my own firm as a Registered Investment Advisor (RIA) firm.
Today, we help people prepare for retirement by implementing our unique and custom tailored financial planning process combined with institutional quality wealth management.
About – Sedai Wealth
Sedai Wealth creates customized Investment and Retirement Planning plans. We provide pure fiduciary advice and never take kick-backs or expensive fees.
Phone
Website
Jared’s Free Materials
No Cost Or Commitment
We want you to know exactly what you’re getting before ever have to pay a thing.
Personalized Retirement Review
You will walk away with a plan of exactly what it is we would do for you.
15-Minute Call
The first step in the process is a 15-minute call so we can learn more about you.
