Taj Pereira, CFP®

Financial Advisor

Taj is an advisor at Aspen Capital Management, providing comprehensive financial planning tailored to each client’s unique goals. As a CERTIFIED FINANCIAL PLANNER® professional, Taj is a proud fiduciary that strives to build lifelong relationships with his clients. He is passionate about creating personalized strategies with a strong emphasis on tax efficiency in both estate and investment planning. He prioritizes long-term asset allocation as a foundation for building resilient, goal-focused portfolios.

Taj spent the first few years of his career as an advisor at Fidelity Investments in Salt Lake City, Utah, where he gained valuable experience in wealth management and employer-sponsored retirement plans. He joined Aspen Capital Management to make a deeper impact on his client’s lives.

Taj was born and raised in Haleiwa, Hawaii. He left Hawaii to attend Southern Utah University, where he received his degree in Psychology. Taj now spends most of his time with his two favorite girls, his wife Ashlyn and their daughter. Taj and Ashlyn enjoy watching movies together, going on long walks, and taking their daughter to parks. When he has free time, Taj loves to go golfing and is an avid football fan, especially when cheering on his favorite team, the Miami Dolphins.