For The Wealth of It

Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!

Hosts:

Brett Maikowski, CFP®
THM Wealth Management
102 S. Goliad St., Suite 103
Rockwall, TX 75087

Jared Tanimoto, CFP®
Sedai Wealth
530 Technology Dr, Suite 100
‍Irvine, CA 92618

Jay Boekeloo, CFP®
High Note Financial
418 W Main St #1224
Battle Ground, WA 98604

Disclosures:
Brett Maikowski is an Investment Adviser Representative and Registered Representative offering advisory services and securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC, High Note Financial LLC or Sedai Wealth Partners LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.

Contributors

Host

Brett Maikowski

As a CERTIFIED FINANCIAL PLANNER™ professional, Brett is dedicated to helping individuals and families optimize their financial lives to achieve their short- and long-term goals. He takes great pleasure in analyzing investments and financial products to provide personalized recommendations to each of his clients.

Brett graduated magna cum laude from Southeast Missouri State University (SEMO) in 2010 with a bachelor’s degree in Sport Management and a minor in Business Administration.

Brett met his wife, Ashley, at SEMO in 2008, and they have been married since 2014. They have two daughters, Scarlett and Natalie, and a son named Owen. In their free time, they enjoy spending time together outdoors, exploring trails, parks, and lakes.

https://www.thmwealthmanagement.com/

Host

Jared Tanimoto

Jared Tanimoto is a CERTIFIED FINANCIAL PLANNER™ and founder of Sedai Wealth, a fee-only RIA based out of Irvine, CA, and has been working in the financial advisory industry for over 14 years.

Jared is an Investopedia Top 100 Advisor, an Investopedia Advisor Council founding member, and was nominated to InvestmentNews’ 40 Under 40 list for 2021. He is also a past President of the Financial Planning Association of Orange County and is a member of Advisors in Philanthropy.

Outside his professional life, Jared and his wife live an active lifestyle with their two kids and enjoy anything that involves the outdoors. While out of the office, you can find him rock climbing, mountain biking, free diving, skiing, and playing golf.

https://www.sedaiwealth.com/

Host

Jay Boekeloo

Jay works as a Fee-Only Financial Planner in Vancouver, WA, where he has the privilege of working with incredible clients every day, learning about their unique backgrounds. By taking the time to understand their history and current beliefs regarding money, Jay helps clients create financial plans that leverage their strengths and financial behaviors to improve their chances of achieving their financial goals.

When not nerding out in finances at work, you'll likely find Jay recording songs in his home studio, training in various martial arts, or out on the baseball diamond with his wife Kelsey and son Conlan.

https://www.highnotefinancial.com/