®"/> ®" />

Tarren Schaar, CFP®

Tarren SchaarWealth Planner
Tarren Schaar, CFP®, joined JLFranklin Wealth Planning in 2008. He provides both investment management and financial planning services for clients. As part of his financial planning responsibilities, Tarren creates and analyzes financial plans, including client cash flow on an after-tax basis. As a value-added service to clients, Tarren tracks and monitors client stock option and equity award activity in order to clarify cash flow and tax liability.

His investment duties include monitoring and rebalancing portfolios, implementing asset allocations, reviewing portfolios for tax planning opportunities, and preparing performance reports and reconciliations. In addition to his primary duties, Tarren also performs investment research and other projects.

Tarren has completed the Professional Sequence in Personal Financial Planning program at the University of California. He holds both a Bachelor of Science and a Bachelor of Art from U.C. Santa Barbara and is a member of the Financial Planning Association® (FPA®). A native of the Bay Area, Tarren currently resides in San Francisco. In his free time, he enjoys venturing outdoors, exploring various art venues, and relaxing with family and friends.

Preserving the Wealth of Successful High-Tech Community Members
×
Preserving the Wealth of Successful High-Tech Community Members
×
The BE WISE Planning Strategy
×
The BE WISE Planning Strategy
×