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 to serve my generation.
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.
I grew up on the island of Martha’s Vineyard, where I currently spend my summers.
The rest of the year, I live in Woburn, MA, just north of Boston.
Some of my interests include traveling, hot yoga, reading, spikeball, and hanging with friends and family.
You can’t go wrong with rational optimism + saving (investing) early and often.
Maintaining conviction that the world will continue to get better over time is the meta.
Optimize financial habits for balance.
Balance helps reduce regret while still building long-term sustainability.
It’s funny how much of a different market experience people can have simultaneously.
Seeing this right now with the individual stock investor vs. the indexer.
My personal Spotify playlist:
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