🔹 T.J. van Gerven, CFP®
🔹 Financial Planning For Ambitious Millennials
🔹 Declared ‘Master Meme Artist’ by @finplanning
🔹 👇🏼 Start Building Today
Theodore Joseph (T.J.) van Gerven is the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice in the Greater Boston area.
He received his education at Virginia Tech with a bachelor’s degree in Economics. He is also a CFP® Professional.
Growing up on the island of Martha’s Vineyard, T.J. felt a strong sense of community and wanted the opportunity to work with, and give back to the people he felt had a major impact on his journey.
The Vineyard community is unique in both its people and lifestyle. Due to the high cost-of-living and seasonality of the island economy, T.J. helps island community members take the necessary steps to appropriately plan for their financial needs.
T.J. also specializes in helping equity compensated professionals manage taxes as it relates to employer stock while being mindful of potential concentration risk.
Helping people identify what truly matters to them, and how to use their money efficiently to create the life they want is his passion!
You can also connect with T.J. on Twitter:Follow @TJvanGerven
T.J. currently splits his time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area (Burlington), meeting with clients both in-person and virtually.