Meet the team

Jared Tanimoto Fee Only Financial Planner Irvine California

Jared Tanimoto, CFP®
Founder & President

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.

Team

Hi, my name is Wilson and I'm a ____. My financial journey began when my mother asked me to help manage our family finances during college. I quickly realized my own financial illiteracy and began to immerse myself in the world of finance by reading numerous books, attending community workshops, and browsing various forums and blogs.

Unfortunately, I noticed that nobody was teaching personal finance and loan management strategies for advanced practice providers. Healthcare professionals are all required to get continuing medical education. However, continuing financial education is not part of that requirement, but is just as important. Because of this, I took it upon my self to educate myself so that I could help others in the advance practice providers community in need of financial education.

Wilson Liang Fee Only Financial Planner Irvine California

Our investment partners

Chris Shuba

Chris developed the ability for retail clients to finally have access to complex mathematical models designed to mitigate downside volatility without sacrificing the upside of the market. Prior to Helios, Chris was a Senior Quant Analysis with Columbia Threadneedle and also worked with Westlake, Grahl & Glover as their Chief Investment Officer and launched a series of volatility-managed algorithms. These models were met with immediate interest which led to Helios Quantitative Research to be founded where it currently influences over $8 billion in assets. Chris’ educational background includes a Bachelor’s in Business Finance and Law from the Opus School of Business at the University of St. Thomas.

Joe Mallen

Prior to joining Helios Quantitative Research, LLC, Joe was the Chief Investment Officer at Sawtooth Solutions, a Senior Analyst at Columbia Threadneedle, a Vice President at AI Advisors, LLC and a Vice President at Mount Yale Capital Group. Joe’s educational background includes a Masters in Finance with a concentration in Quantitative Finance from London Business School and a BSB in Finance from the Carlson School of Management at the University of Minnesota.

Jason Van Thiel

Jason is the current Director of Research at Helios Quantitative Research. Prior to joining the team, he was a Director of Wealth Management at SoFi and Senior Manager at Chalres Schwab. He currently runs the Due Dilly Podcast alongside Joe Maellen and Nyle Bayer. Jason received his MBA from the University of California, Berkeley,  Haas School of Business and an undergraduate in Finance from the University of Minnesota, Carlson School of Management.
financial planner in Irvine

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