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Gregory Taylor, Cfa, Cfp® Email & Phone Number

Senior Wealth Advisor at Beacon Pointe
Location: San Francisco Bay Area, United States 9 work roles 2 schools
1 work email found @beaconpointe.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email g****@beaconpointe.com
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Current company
Beacon Pointe
Role
Senior Wealth Advisor
Location
San Francisco Bay Area, United States
Company size
186 employees

Who is Gregory Taylor, Cfa, Cfp®? Overview

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Quick answer

Gregory Taylor, Cfa, Cfp® is listed as Senior Wealth Advisor at Beacon Pointe, a with 186 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at beaconpointe.com and a matched LinkedIn profile for Gregory Taylor, Cfa, Cfp®.

Gregory Taylor, Cfa, Cfp® previously worked as Regional Vice President at Mercer Advisors and Instructor at Cfa Society San Francisco. Gregory Taylor, Cfa, Cfp® holds Bachelor’S Degree, Quantitative Economics And Decisions Sciences from University Of California, San Diego.

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Email format at Beacon Pointe

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*@beaconpointe.com
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Profile bio

About Gregory Taylor, Cfa, Cfp®

“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.

Current workplace

Gregory Taylor, Cfa, Cfp®'s current company

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Beacon Pointe
Beacon Pointe
Senior Wealth Advisor
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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9 roles

Gregory Taylor, Cfa, Cfp® work experience

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

Senior Wealth Advisor

Current
Beacon Pointe

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

Dec 2020 - Present

Regional Vice President

Mercer Advisors

San Francisco Bay Area

Responsible for growing Mercer Advisors RIA referral platform in the Northern California RegionFocus on working with high net worth clients and developing new business through center of influences and existing client referrals.Specialization in maintaining relationships with existing partners and driving sales momentum for the San Francisco based financial planning team.

Aug 2014 - Dec 2020

Instructor

Cfa Society San Francisco

San Francisco Bay Area

Instructor for CFA Level I & II exam prep class. Subjects instructed include Microeconomics, Macroeconomics, Ethics, Corporate Finance, Financial Statement Analysis, Equity Valuation, Securities Markets and Corporate Governance.

Nov 2013 - May 2016

President

Powerline Advisors

San Francisco Bay Area

Founded Company to provide independent equity research on micro-cap and small cap consumer technology companies.

Mar 2009 - Jul 2014

Institutional Equity Sales

Global Hunter Securities

Newport Beach, California

Provided Equity Sales Coverage to Institutional Accounts. Global Hunter provided research onapproximately 60 micro cap and small cap companies in the Energy, Alternative Energy, Technology,Consumer, and China sectors.

Jul 2007 - Dec 2008

Institutional Equity Sales

Roth Capital Partners

Newport Beach, California

Provided Equity Sales Coverage to Institutional Accounts. Roth Capital provided research onapproximately 175 micro cap and small cap companies in the Technology, Consumer, BusinessServices, Healthcare, and Financial Services sectors.

Aug 2005 - Jul 2007

Equity Research Analyst

Falcon Point Capital

San Francisco Bay Area

Performed fundamental equity analysis for Long/Short Small Cap Fund.

Aug 2000 - Aug 2005

Financial Analyst

Hewins Financial | Wipfli Hewins

Palo Alto, California

Performed equity analysis, manager analysis, and portfolio optimization implementing strategic assetallocation strategy

Apr 1997 - Jul 2000

Financial Analyst

Mercer Advisors

Santa Barbara, California Area

Performed asset class analysis and portfolio optimization implementing passive asset allocationstrategy

Jan 1993 - Apr 1997
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

ET Emily Turner Emily Turner Colleague at Beacon PointeNewport Beach, California, United States View → DB Diana Brown Diana Brown Colleague at Beacon PointeNew York City Metropolitan Area, United States View → TR Todd Ruble Todd Ruble Colleague at Beacon PointeScottsdale, Arizona, United States View → AH Allie Hines Allie Hines Colleague at Beacon PointeGreater Phoenix Area, United States View → JM Jack Mcnamara Jack Mcnamara Colleague at Beacon PointeSteamboat Springs, Colorado, United States View → TC Thomas Chapman Thomas Chapman Colleague at Beacon PointeAliso Viejo, California, United States View → K( Karen (Sarten) Reifel, Cfp® Karen (Sarten) Reifel, Cfp® Colleague at Beacon PointeIrvine, California, United States View → NS Nathan Spruiell Nathan Spruiell Colleague at Beacon PointeSan Jose, California, United States View → JC James Cooper James Cooper Colleague at Beacon PointeSarasota, Florida, United States View → CM Courtney Mccutchan, Cfp® Courtney Mccutchan, Cfp® Colleague at Beacon PointeLos Angeles, California, United States View →
2 education records

Gregory Taylor, Cfa, Cfp® education

Bachelor’S Degree, Quantitative Economics And Decisions Sciences

University Of California, San Diego

High School

Brophy College Preparatory
FAQ

Frequently asked questions about Gregory Taylor, Cfa, Cfp®

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

What company does Gregory Taylor, Cfa, Cfp® work for?

Gregory Taylor, Cfa, Cfp® works for Beacon Pointe.

What is Gregory Taylor, Cfa, Cfp®'s role at Beacon Pointe?

Gregory Taylor, Cfa, Cfp® is listed as Senior Wealth Advisor at Beacon Pointe.

What is Gregory Taylor, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Gregory Taylor, Cfa, Cfp® at Beacon Pointe.

Where is Gregory Taylor, Cfa, Cfp® based?

Gregory Taylor, Cfa, Cfp® is based in San Francisco Bay Area, United States while working with Beacon Pointe.

What companies has Gregory Taylor, Cfa, Cfp® worked for?

Gregory Taylor, Cfa, Cfp® has worked for Beacon Pointe, Mercer Advisors, Cfa Society San Francisco, Powerline Advisors, and Global Hunter Securities.

Who are Gregory Taylor, Cfa, Cfp®'s colleagues at Beacon Pointe?

Gregory Taylor, Cfa, Cfp®'s colleagues at Beacon Pointe include Emily Turner, Diana Brown, Todd Ruble, Allie Hines, and Jack Mcnamara.

How can I contact Gregory Taylor, Cfa, Cfp®?

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

What schools did Gregory Taylor, Cfa, Cfp® attend?

Gregory Taylor, Cfa, Cfp® holds Bachelor’S Degree, Quantitative Economics And Decisions Sciences from University Of California, San Diego.

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