"I enjoy focusing on my clients’ financial details, so they can focus on their goals and dreams."
Tarren Schaar serves as a Wealth Advisor at Mission Wealth. Using an individualized approach, Tarren helps clients develop a comprehensive, long-term plan that achieves their financial, investment, and risk management goals. Tarren has specialized knowledge in equity award planning for tech employees and executives.
Tarren finds great joy and fulfillment helping clients achieve their goals. With an approach that’s both holistic and detail-oriented, he loves helping clients get a handle on and even feel empowered about their entire financial life.
Learn About Tarren Schaar
Professional Background
For over 15 years, Tarren has been a wealth management professional. His responsibilities in the field have evolved from operations to associate wealth planner, where he gained invaluable experience serving high-net-worth clients, to wealth advisor. Before entering the wealth management field, Tarren was a city planner.
Tarren holds both a Bachelor of Science in Biology and a Bachelor of Arts in Environmental Studies from UC Santa Barbara. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013.
Personal Pursuits
A native of the Bay Area, Tarren currently resides in San Francisco. In his free time, he enjoys venturing into Golden Gate Park, listening to live music, exploring various art venues, and relaxing with family and friends. Tarren enjoys vegetarian cooking and chilling on tropical beaches.
Community Impact
Tarren is a member of the Financial Planning Association® (FPA®).
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.