Optimized Advisor Podcast

Learn From An Optimized Advisor: Jared Tanimoto, CFP

Episode Summary

Scott sat down with Jared Tanimoto, Founder & President of Ascent Wealth Advisors. Jared is the current President of FPA Orange County and is an Investment News 40 Under 40 Advisor. Jared shared with Scott how he got his start in the industry, how he optimizes his time and all areas of his life. They discussed how they are both Eagle Scouts and how that has shaped Jared’s love for the outdoors and adventure.

Episode Notes

Scott sat down with Jared Tanimoto, Founder & President of Ascent Wealth Advisors. Jared is the current President of FPA Orange County and is an Investment News 40 Under 40 Advisor. Jared shared with Scott how he got his start in the industry, how he optimizes his time and all areas of his life. They discussed how they are both Eagle Scouts and how that has shaped Jared’s love for the outdoors and adventure.

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com