Taj Pereira, CFP®

Financial Advisor

Taj is an advisor at Aspen Capital Management, dedicated to helping clients navigate their financial lives with confidence. As a CERTIFIED FINANCIAL PLANNER® professional and a fiduciary, Taj is committed to always acting in your best interest. He thinks beyond standard investment advice to help clients make proactive decisions around complex financial planning choices, coupled with smarter tax strategies designed to make you feel secure in your financial future. For Taj, it’s about building a lifelong partnership to help you achieve your unique goals in life.

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.