Cole Taylor, Cfp®
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Cole Taylor, Cfp® Email & Phone Number

Associate Wealth Advisor at Corient
Location: San Diego, California, United States 9 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Associate Wealth Advisor
Location
San Diego, California, United States
Company size

Who is Cole Taylor, Cfp®? Overview

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Quick answer

Cole Taylor, Cfp® is listed as Associate Wealth Advisor at Corient, a company with 9 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Cole Taylor, Cfp®.

Cole Taylor, Cfp® previously worked as Portfolio Analyst at Gradient Capital Advisors, Llc and Finance Intern at First American Data & Analytics. Cole Taylor, Cfp® holds Bachelor'S Degree, Finance, 3.91 Gpa from Point Loma Nazarene University.

Company email context

Email format at Corient

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Corient

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Profile bio

About Cole Taylor, Cfp®

Cole Taylor, Cfp® is a Associate Wealth Advisor at Corient.

Current workplace

Cole Taylor, Cfp®'s current company

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Corient
Corient
Associate Wealth Advisor
San Diego, CA, US
Employees
9
AeroLeads page
9 roles

Cole Taylor, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Wealth Advisor

San Diego, CA, US

Customer Success Intern

San Diego, California, United States

Apr 2020 - Apr 2021

President

San Diego, California, United States

  • Organized and looked over all aspects of the Business Fraternity and confirming that everything is exceeding expectations
  • Prepared and assembled professional events where the members can learn from local business professionals and DSP alumni that are experts in their field that can lead the members of DSP to new passions and interests
  • Directed specialized meetings with other executive officers to provide the best for the members of Delta Sigma Pi
Apr 2018 - Apr 2019

Vice President Of Membership

Greater San Diego Area

  • Assisting many students getting started by signing them up and assisting on any difficulties they encounter while accessing the membership opportunities while frequently marketing to new students and then having them.
  • Accommodating people get more proficient at public speaking by gaining confidence and doing regular speeches in a safe space
  • Achieving a stable amount of people who are dedicated and having rapid expansion of new members while performing as a club much more efficiently and professional
Dec 2017 - Apr 2019

Business Analyst Internship

Curtis And Ellis Search Partners

Orange County, California Area

  • Specialized in sourcing for potential candidates in the technology industry that specialize in sales that could exceed our client’s expectations and keep our overwhelming reputation
  • Communicated and organized meeting times with our prospective candidates to talk with our representatives
  • Filled 4 top-level positions in the sales department at top level technology companies like LiveRamp and Dynamic Signal
May 2018 - Aug 2018

Recreation Attendant

Dana Point, California

  • Overlooked and managed all the recreation services that the hotel gives to all the guests that are staying there, the two main areas that I particularly over watched was the pool and beach station
  • Confirming that all guest were more than satisfied with their stay while making sure the environment is the safest it can be
  • Achieved the most amount of written reviews on excellent service out of all the recreation attendant employees of the 2017 summer
Jun 2017 - Aug 2018

Maintenance Attendant

Paradise North Mobile Home Park

Phoenix, Arizona Area

  • Worked with 2 other colleagues to make sure that all of the park’s assets were in perfect condition, while constantly looking for ways to improve it, making it more appealing for future and present residents
  • Assisted the senior residents that had difficulties from anywhere from physical to emotional challenges
  • Reached an excellent score on my 90-day report for my outstanding customer skills, and work ethic, according to my manager
Jul 2014 - Jul 2016
Team & coworkers

Colleagues at Corient

Other employees you can reach at gradientcapital.com. View company contacts for 9 employees →

1 education record

Cole Taylor, Cfp® education

FAQ

Frequently asked questions about Cole Taylor, Cfp®

Quick answers generated from the profile data available on this page.

What company does Cole Taylor, Cfp® work for?

Cole Taylor, Cfp® works for Corient.

What is Cole Taylor, Cfp®'s role at Corient?

Cole Taylor, Cfp® is listed as Associate Wealth Advisor at Corient.

Where is Cole Taylor, Cfp® based?

Cole Taylor, Cfp® is based in San Diego, California, United States while working with Corient.

What companies has Cole Taylor, Cfp® worked for?

Cole Taylor, Cfp® has worked for Corient, Gradient Capital Advisors, Llc, First American Data & Analytics, Xilo, and Delta Sigma Pi.

Who are Cole Taylor, Cfp®'s colleagues at Corient?

Cole Taylor, Cfp®'s colleagues at Corient include Timothy Sagawa, Leroy Hileman, Eric Yeager, Nathaniel Ferguson, and Eric Simms.

How can I contact Cole Taylor, Cfp®?

You can use AeroLeads to view verified contact signals for Cole Taylor, Cfp® at Corient, including work email, phone, and LinkedIn data when available.

What schools did Cole Taylor, Cfp® attend?

Cole Taylor, Cfp® holds Bachelor'S Degree, Finance, 3.91 Gpa from Point Loma Nazarene University.

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