Taj Pereira

Financial Advisor

Taj is an advisor at Aspen Capital Management, providing comprehensive financial planning tailored to each client’s unique goals. 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 began his career as an advisor at Fidelity Investments in Salt Lake City, Utah, where he gained valuable experience before joining Aspen Capital Management to make a deeper, more meaningful impact in his clients’ lives.

Originally from Haleiwa, Hawaii, Taj left the islands to attend Southern Utah University, where he earned a degree in Psychology. Today, he enjoys spending most of his time with his two favorite girls--his wife, Ashlyn, and their daughter.. In his free time, Taj loves to golf and is an avid sports fan, especially when cheering on his favorite team, the Miami Dolphins.