Taylor Elliott, CFP®

Senior Associate, Financial Planning

Biography
Education & Other Highlights
Location(s)

Taylor Elliott is a wealth management financial advisor based in Sacramento, CA.

Taylor works with individuals and families to help assess their financial situation, identify their goals, and make a plan to achieve them. He also regularly revisits those financial plans to ensure clients are on track to live the life they want. Taylor began his career at Fidelity Investments, where developed a strong foundation of building out financial plans for a variety of clients.

He is a CERTIFIED FINANCIAL PLANNER (CFP®) a graduate of Saint Mary’s College of California, where he earned his Bachelor of Science degree in economics.

In his free time, Taylor enjoys spending time with his wife and two daughters, travelling on his RV, and golfing (poorly).

Education

  •  Bachelor of Science degree in economics from Saint Mary’s College of California

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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