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Jared T
CFP®, Series 63, Series 66, Series 65
Irvine, CA
Savvy
Jared Tanimoto is a CFP® with 11 years of industry experience, currently serving as an advisor at Savvy since 2025. He is also the President and Chief Compliance Officer of Sedai Wealth Partners LLC, a financial planning and wealth management firm he has been involved with since 2017. Prior to joining Savvy, he worked at Origin Financial and has held roles at Princor Financial Services Corporation and Principal. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, employing a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.
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