Chad Taylor, Cfp®

Chad Taylor, Cfp® Email and Phone Number

President - Seapoint Wealth Advisors LLC @ Seapoint Wealth Advisors
Chad Taylor, Cfp®'s Location
San Diego, California, United States, United States
Chad Taylor, Cfp®'s Contact Details

Chad Taylor, Cfp® work email

Chad Taylor, Cfp® personal email

n/a
About Chad Taylor, Cfp®

I am President of Seapoint Wealth Advisors, and with over 20 years of experience in the investment business, I work with high-net-worth families and small businesses on wealth creation and preservation strategies. I have an objective understanding of risk and can provide meaningful planning to help guide you through the investment landscape. I have been voted a 5-star Wealth Manager by San Diego Magazine including 2021*. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2006. I earned my Personalized Financial Planning degree from San Diego State University in 2005 and my BBA specializing in Finance from Texas State University in 1997. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.

Chad Taylor, Cfp®'s Current Company Details
Seapoint Wealth Advisors

Seapoint Wealth Advisors

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President - Seapoint Wealth Advisors LLC
Chad Taylor, Cfp® Work Experience Details
  • Seapoint Wealth Advisors
    President
    Seapoint Wealth Advisors Apr 2021 - Present
    I am a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Ubs
    Senior Vice President - Wealth Management, Usa
    Ubs Jan 2013 - Apr 2021
    Greater San Diego Area
    View
  • Morgan Stanley
    Senior Vice President
    Morgan Stanley Aug 2007 - Jan 2013
    San Diego
    View
  • Securities America Inc.
    Financial Advisor
    Securities America Inc. May 2003 - Aug 2007
    San Diego
    View
  • Jackson National Asset Management, Llc
    Junior Vp Sales
    Jackson National Asset Management, Llc Sep 2000 - Sep 2002
    View

Chad Taylor, Cfp® Skills

Uniform Combined State Law Portfolio Management Series 63 Personal Financial Planning Investment Strategies Planning Asset Management Finance Certified Financial Planner Services Retirement Asset Allocation Investment Advisory Series 7 Retirement Planning Wealth Management San Financial Planning

Chad Taylor, Cfp® Education Details

Frequently Asked Questions about Chad Taylor, Cfp®

What company does Chad Taylor, Cfp® work for?

Chad Taylor, Cfp® works for Seapoint Wealth Advisors

What is Chad Taylor, Cfp®'s role at the current company?

Chad Taylor, Cfp®'s current role is President - Seapoint Wealth Advisors LLC.

What is Chad Taylor, Cfp®'s email address?

Chad Taylor, Cfp®'s email address is ch****@****ubs.com

What schools did Chad Taylor, Cfp® attend?

Chad Taylor, Cfp® attended San Diego State University-California State University, Southwest Texas State University.

What skills is Chad Taylor, Cfp® known for?

Chad Taylor, Cfp® has skills like Uniform Combined State Law, Portfolio Management, Series 63, Personal Financial Planning, Investment Strategies, Planning, Asset Management, Finance, Certified Financial Planner, Services, Retirement, Asset Allocation.

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