Portrait of Tarren Schaar

Tarren Schaar CFP®

Wealth Advisor

Based in San Francisco, Tarren helps technology executives, entrepreneurs, and C-suite leaders navigate concentrated equity, equity compensation, and other complex financial decisions.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Tarren Typically Helps

Technology executives and professionals building wealth, C-suite leaders and human resources executives who prefer to delegate financial complexity, and entrepreneurs. .

Serving Clients in

San Francisco • San Jose • Palo Alto • Marin County • Communities throughout the San Francisco Bay Area

Available nationwide through virtual meetings

Questions Tarren Helps Answer

  • How can I diversify concentrated equity?
  • How should I manage equity compensation?
  • How can I coordinate assets held across multiple custodians?
  • What tax-planning opportunities should I consider?
  • How can I address risk within a comprehensive financial plan?

What Clients Say

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.

I enjoy focusing on my clients’ financial details, so they can focus on their goals and dreams.

—Tarren Schaar, Wealth Advisor

Tarren’s Frequently Asked Questions

Tarren and his team take a comprehensive wealth management approach for successful executives in technology and human resources. They help clients preserve wealth, address taxes and risk, care for their families, and pursue their goals. Their comprehensive, consultative five-step process is designed to uncover each client’s full financial picture, including their values, relationships, and long-term goals, and provide straightforward, customized, actionable advice.

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®).

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

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Request an Introduction
to Tarren Schaar

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Tarren and Mission Wealth may be the right fit to support your life and financial goals.