Kristen Taylor, Msfa, Cfp®
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Kristen Taylor, Msfa, Cfp® Email & Phone Number

Partner and Client Advisor at Mission Wealth
Location: Walnut Creek, California, United States 7 work roles 3 schools
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Current company
Mission Wealth
Role
Partner and Client Advisor
Location
Walnut Creek, California, United States
Company size
166 employees

Who is Kristen Taylor, Msfa, Cfp®? Overview

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Kristen Taylor, Msfa, Cfp® is listed as Partner and Client Advisor at Mission Wealth, a with 166 employees, based in Walnut Creek, California, United States. AeroLeads shows a matched LinkedIn profile for Kristen Taylor, Msfa, Cfp®.

Kristen Taylor, Msfa, Cfp® previously worked as Partner & Client Advisor at Mission Wealth and Client Advisor at Mission Wealth. Kristen Taylor, Msfa, Cfp® holds Master Of Science (M.S.), Financial Analysis from University Of San Francisco.

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Email format at Mission Wealth

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Mission Wealth

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Profile bio

About Kristen Taylor, Msfa, Cfp®

As a Partner and Client Advisor at Mission Wealth, I am a part of a dynamic and passionate group of professionals with a strong commitment to the long-term financial health of our clients. I was originally drawn to Mission Wealth's comprehensive approach to wealth management and caring culture, which focuses on empowering clients to lead more fulfilled lives. I am also proud to be part of a firm that strongly supports my passion for socially responsible and sustainable investing.Mission Wealth is a independent wealth management firm that specializes in guiding clients through their full financial journey. I have experience with all stages of life including families seeking guidence for newly accumulated wealth, business owners and concentrated stock postions, life transitions like retirement and all the extensive planning in between.Through our integrated approach, we help people feel more confident in their financial future. To learn more about all the services we provide, please visit missionwealth.com.

Listed skills include Bloomberg, Derivatives, Portfolio Management, Trading, and 14 others.

Current workplace

Kristen Taylor, Msfa, Cfp®'s current company

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Mission Wealth
Mission Wealth
Partner and Client Advisor
Walnut Creek, CA, US
Website
missionwealth.com
Employees
166
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7 roles

Kristen Taylor, Msfa, Cfp® work experience

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

Partner & Client Advisor

Mission Wealth

Lafayette, California, United States

Client Advisor

Mission Wealth

San Francisco Bay Area

In my role as advisor, I build customized wealth management and investment advisory solutions by creating, implementing and managing global investment portfolios and risk management strategies. I work closely with clients to align their assets with their long term goals and values. I have a strong background in advisory and portfolio management and am a member of the Mission Wealth Investment Committee. My niche specialties include socially responsible/impact investing, individual corporate/municipal bond management, and private/alternative investments.

Partner/Portfolio Manager

Montcalm Tcr

San Francisco, Ca

Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. Montcalm guides clients to engage with their wealth and provides expert investment advice and intelligent risk management that supports the values, needs and goals of clients in the short and long-term, while facilitating a holistic trading flow in impactful investments.I managed, researched and analyzed investment portfolios using a strategy designed to promote client sustainability and cash flows. Driven by my passion for finding managers that combine integrity with strong performance potential, I built a robust platform of private investment offerings for Montcalm’s clients.I designed asset allocation strategies for all clients and worked closely with the CEO to manage client relationships including the development of all materials and communications.

Oct 2012 - Jun 2018

Senior Sales Associate, Private Wealth Management

Morgan Stanley

San Francisco, Ca

Developed a deep operational background creating a seamless experience for high-net worth clients with investments across asset classes. I designed internal processes to improve the client/broker relationship and led the Morgan Stanley sales assistant new hire training program in San Francisco.

Jun 2006 - Oct 2012

Research Assistant

Richard Lehman, Author

Researched behavioral finance, technical analysis, and derivatives for author of three financial non-fiction books: Options for Volatile Markets (Wiley Press, 2011) Far From Random (Bloomberg Press, 2009) New Insights on Covered Call Writing (Bloomberg Press, 2003)

Jun 2005 - Nov 2009

Client Service, Treasury Services

Jpmorgan Chase & Co.

Houston, Texas

I began my financial services career working in operations handing cash flow accounting for Collateralized Debt Obligations (CDOs).

Jun 2005 - Jun 2006
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 166 employees →

RR Rachel Roberts Rachel Roberts Colleague at Mission WealthSouth Jordan, Utah, United States View → HF Herb Flores, Cfp® Herb Flores, Cfp® Colleague at Mission WealthAustin, Texas Metropolitan Area, United States View → DW Diane Williamson Diane Williamson Colleague at Mission WealthSanta Barbara, California, United States View → GA G. Andrew Conway G. Andrew Conway Colleague at Mission WealthNeedham, Massachusetts, United States View → RD Rick D. Gonzalez, Mba, Cfp®, Cima® Rick D. Gonzalez, Mba, Cfp®, Cima® Colleague at Mission WealthLos Angeles, California, United States View → MD Michael Dittamo Michael Dittamo Colleague at Mission WealthCarpinteria, California, United States View → JV Josh Vasquez Josh Vasquez Colleague at Mission WealthAustin, Texas, United States View → JD Jon Demoss, Cfa, Cfp® Jon Demoss, Cfa, Cfp® Colleague at Mission WealthGreater Chicago Area, United States View → MS Mathias Silberstein Mathias Silberstein Colleague at Mission WealthDenver, Colorado, United States View → DS Dannell Stuart Dannell Stuart Colleague at Mission WealthSanta Barbara, California, United States View →
3 education records

Kristen Taylor, Msfa, Cfp® education

FAQ

Frequently asked questions about Kristen Taylor, Msfa, Cfp®

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

What company does Kristen Taylor, Msfa, Cfp® work for?

Kristen Taylor, Msfa, Cfp® works for Mission Wealth.

What is Kristen Taylor, Msfa, Cfp®'s role at Mission Wealth?

Kristen Taylor, Msfa, Cfp® is listed as Partner and Client Advisor at Mission Wealth.

Where is Kristen Taylor, Msfa, Cfp® based?

Kristen Taylor, Msfa, Cfp® is based in Walnut Creek, California, United States while working with Mission Wealth.

What companies has Kristen Taylor, Msfa, Cfp® worked for?

Kristen Taylor, Msfa, Cfp® has worked for Mission Wealth, Montcalm Tcr, Morgan Stanley, Richard Lehman, Author, and Jpmorgan Chase & Co..

Who are Kristen Taylor, Msfa, Cfp®'s colleagues at Mission Wealth?

Kristen Taylor, Msfa, Cfp®'s colleagues at Mission Wealth include Rachel Roberts, Herb Flores, Cfp®, Diane Williamson, G. Andrew Conway, and Rick D. Gonzalez, Mba, Cfp®, Cima®.

How can I contact Kristen Taylor, Msfa, Cfp®?

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

What schools did Kristen Taylor, Msfa, Cfp® attend?

Kristen Taylor, Msfa, Cfp® holds Master Of Science (M.S.), Financial Analysis from University Of San Francisco.

What skills is Kristen Taylor, Msfa, Cfp® known for?

Kristen Taylor, Msfa, Cfp® is listed with skills including Bloomberg, Derivatives, Portfolio Management, Trading, Alternative Investments, Finance, Equities, and Options.

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