CFP

    T.J. van Gerven

    Founder and Planner

    Memento Financial Planning
    Boston, Massachusetts10 years experienceNo minimum minimum

    About T.J.

    I'm T.J. van Gerven, CFP®, founder of Memento Financial Planning. I help professionals and families use their money with intention so they can build financial flexibility and independence. My work is focused on guiding clients through the real-life decisions that shape their financial future - from... One thing I want my clients to know about me is... I practice the same planning and investment principles as my clients.

    Areas of focus

    Investment ManagementTax PlanningFinancial PlanningCash Flow AnalysisPortfolio ConstructionCryptocurrency & NFTsAlternative InvestmentsDebt Management

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66SIESeries 7

    Education

    Economics Virginia Polytechnic Institute and State University (Virginia Tech) (2015)

    Clients served

    Tech EmployeesTech SalesStartup EmployeesSoftware EngineersHigh Net Worth IndividualsCorporate ExecutivesEntrepreneurs

    Registered in

    Massachusetts, New York

    The firm

    Memento Financial Planning