Media & Recognition
Highlights from publications featuring Memento Financial Planning and founder T.J. van Gerven, CFP®.
Recent
Expert insight on $500,000 life insurance policies
MoneyGeek · August 2025. T.J. explained how to judge whether a $500,000 policy fits, starting from the common rule of thumb of about ten times salary and adjusting for dependents and debt.
Young Advisors to Watch in 2025
Financial Advisor Magazine · June 2025. T.J. was named one of the magazine’s Young Advisors to Watch for helping equity-comp professionals align their money with their purpose.
The different types of life insurance
MoneyGeek · February 2025. T.J. walked through term, whole, universal and variable life insurance, and how each fits with long-term goals.
Advisors on bitcoin one year after ETF approval
Financial Planning · January 2025. T.J. shared how advisors are thinking about bitcoin in client portfolios a year after spot ETFs launched.
Earlier coverage
- Wealth management’s conflicted question, Financial Planning: quoted on conflicts of interest in how advisors are paid.
- Considerations before maxing out your 401(k), Yahoo Finance: on the employer match and paying down high-interest debt first.
- 5 things first-time investors should know about Uber’s IPO, MarketWatch (2019): on keeping single-stock bets in proportion.
- 5 ways financial advisors can land millennial clients, Investor’s Business Daily: on reaching younger clients with education.
- Nine tips to ease the compliance and registration process, Investor’s Business Daily: on starting an independent advisory firm.
- Advisor spotlight, Knudge: how T.J. keeps clients’ action items on track between meetings.