Ready to stop wondering and start taking action?
Sign up for our newsletter and get actionable info you can use today, and in the future.
"*" indicates required fields
Tarren Schaar, CFP®, joined JLFranklin Wealth Planning in 2008. He provides 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 stock option and equity award activity to clarify cash flow and tax liability.
His investment duties include trading to implement, monitor, and rebalance portfolios, investment research, portfolio reviews for tax planning opportunities, and preparation of performance reports and reconciliations. In addition to his primary duties, Tarren is responsible for department process, procedures, and protocols.
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.