A complete list of active advisors currently associated with Tanager Financial, LLC

Warmer can help you find a great advisor at Tanager Financial, LLC or one who fits your needs even better.

Tanager Financial provides financial planning and consulting primarily for individuals, high‑net‑worth individuals, charitable organizations, corporations and other business entities, with a stated specialization in serving employees of colleges and universities. Services are delivered as comprehensive plans, project‑based engagements, or ongoing advice and include written or electronic financial plans and implementation guidance; the firm does not provide discretionary investment management or custody of client assets. The firm’s advice is grounded in an evidence‑based, passive investment approach informed by Modern Portfolio Theory and includes asset allocation, retirement and tax‑aware planning, decumulation guidance, and investment analysis. Client work is supported by Right Capital planning software and billed through a mix of fixed‑fee engagements, hourly/project pricing, and subscription‑style ongoing advice, with clients responsible for implementing recommendations. Noteworthy aspects include the breadth of client types the firm lists (individuals, HNW clients, charitable organizations and business entities) combined with a narrow operational model that avoids commissions, proprietary products, and performance‑based fees. As a recently registered California adviser reporting no assets under management, the firm emphasizes planning‑centered, client‑directed recommendations and explicitly disclaims providing custody or recommending cryptocurrencies.

To learn more about the advisors currently working at Tanager Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Keith Danner	Irvine, CA	0

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