Whether you’re nearing the end of your career, preparing for a major milestone, or planning your future, your assets are everything.
That’s why, at Ascent Wealth, we’ve stepped up to provide pure fiduciary advice and wealth management services in order to help you navigate the complexities of financial planning and investing.
Everything we do–from optimizing your retirement income and monitoring your net worth to analyzing your tax implications–is designed to move you closer to financial security.
We’ve taken what’s worked for decades and modernized it to work more efficiently and increase your long-term returns.
We do this by helping you build an end-to-end strategy starting with laying out the planning foundations to helping you grow your nest egg.
This gives you the freedom to focus on the things that are important to you right now, without sacrificing your future goals.
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 at a private hedge fund that managed the money of some of the wealthiest families in the country, 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 found Ascent Wealth Advisors, a Registered Investment Advisor (RIA) firm, in 2017.
Today, we help people prepare for retirement, by implementing a unique and custom tailored financial planning process combined with institutional quality wealth management.
Currently, I’m the President-Elect for the Financial Planning Association of Orange County (FPAOC), a 500+ member organization of the top financial planners in the local community. I also hold the CERTIFIED FINANCIAL PLANNER™ designation and am a proud member of the following professional organizations:
Over the years, I’ve been featured in Forbes, Money, CNN Money, NerdWallet and other publications for my financial expertise.
I’m also a proud graduate of The University of California, Irvine (UCI) where I studied Business Economics, and the Executive Financial Planning program at The Graziadio School of Business at Pepperdine University.
When I’m not making my clients’ money work for them, you’ll find me outdoors doing something fun with my wife Paige (who’s a CPA and Macroeconomist for the Big Four), my daughter, and dog Gracie (Schnoodle). I love every kind of activity from backpacking and mountaineering to rock climbing, spearfishing and skiing. You may even find me on the golf course, if I’m looking for a little relaxation.