About TJ van Gerven, CFP®
Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to put the pieces together to build a value-oriented practice.
Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound wealth to achieve and sustain FI.
I’m incredibly passionate about financial independence, pursuing autonomy, and creating an intentional lifestyle through planning.
A little bit about me; I grew up on the island of Martha’s Vineyard, where I currently spend my summers.
I live in Woburn, MA, just north of Boston, the rest of the year.
Some of my interests include traveling, hot yoga, reading, spikeball, and hanging with friends and family.
reading Ishmael and Zero To One at the same time is quite the juxtaposition ama
2021 was a big year for personal and business growth. Grateful for the opportunity to keep going.
Bullish on life in 2022.
Happy NYE to all!
Normalize giving stocks/crypto as holiday gifts
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