Taylor Sutherland, Cfp®, Cima®, Aif®
AeroLeads people directory · profile

Taylor Sutherland, Cfp®, Cima®, Aif® Email & Phone Number

Director of Portfolio Strategy and Senior Wealth Advisor at Halbert Hargrove
Location: San Diego, California, United States 7 work roles 3 schools
1 work email found @halberthargrove.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@halberthargrove.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Halbert Hargrove
Role
Director of Portfolio Strategy and Senior Wealth Advisor
Location
San Diego, California, United States
Company size
60 employees

Who is Taylor Sutherland, Cfp®, Cima®, Aif®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Taylor Sutherland, Cfp®, Cima®, Aif® is listed as Director of Portfolio Strategy and Senior Wealth Advisor at Halbert Hargrove, a with 60 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at halberthargrove.com and a matched LinkedIn profile for Taylor Sutherland, Cfp®, Cima®, Aif®.

Taylor Sutherland, Cfp®, Cima®, Aif® previously worked as Director of Portfolio Strategy/Senior Wealth Advisor at Halbert Hargrove and Senior Wealth Advisor at Halbert Hargrove. Taylor Sutherland, Cfp®, Cima®, Aif® holds B.A., Mass Communications from University Of California, Berkeley.

Company email context

Email format at Halbert Hargrove

This section adds company-level context without repeating Taylor Sutherland, Cfp®, Cima®, Aif®'s masked contact details.

*@halberthargrove.com
71% confidence

AeroLeads found 1 current-domain work email signal for Taylor Sutherland, Cfp®, Cima®, Aif®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Taylor Sutherland, Cfp®, Cima®, Aif®

As your life evolves, so should your financial strategies. We balance investment risk and reward for your life circumstances as each new challenge, aspiration and opportunity arises. What matters to you? Through fearless conversations, we get clarity about your resources, commitments and life goals. This informs everything we do on your behalf. Our goal? For you to feel confident and supported, not just during the market’s – and life’s – highs but throughout the lows as well. Our vision: A fearless pursuit of well-lived todays and tomorrows for you and those close to you.

Current workplace

Taylor Sutherland, Cfp®, Cima®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Halbert Hargrove
Halbert Hargrove
Director of Portfolio Strategy and Senior Wealth Advisor
San Diego, CA, US
Website
halberthargrove.com
Employees
60
AeroLeads page
Company profile
View company profile Email format
7 roles

Taylor Sutherland, Cfp®, Cima®, Aif® work experience

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

Director Of Portfolio Strategy And Senior Wealth Advisor

Halbert Hargrove

San Diego, Ca, Us

Director Of Portfolio Strategy/Senior Wealth Advisor

Current
Halbert Hargrove

San Diego, California, United States

Dec 2022 - Present

Senior Wealth Advisor

Current
Halbert Hargrove

I take a leadership role in maintaining and establishing strong relationships with my clients. Working with the HH team, I ensure we follow our disciplined, ongoing process that adheres to my client’s financial Roadmap. My role oversees a range of investment responsibilities and wealth advisory services, and partners with clients in the discovery process to help guide them through their priorities. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.

Sep 2018 - Present

Wealth Advisor

Current
Halbert Hargrove

Greater San Diego Area

Working from the foundation of a strong relationship with my clients, I manage their wealth advisory services. My role at HH includes overseeing a comprehensive range of investment responsibilities, each critical to overall portfolio outcomes. I partner with Regional Directors and Client Service Managers in the day-to-day requirements of my clients’ accounts, ensuring that their portfolio management is continuously implemented—and adheres to their financial Roadmap. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.

Jun 2012 - Present

Vice President - Invesments

Stifel Financial Corp.

Florham Park, Nj

Wealth management and brokerage services.

Feb 2006 - May 2012

Vice President

Fisher Investments
Jul 2002 - Jan 2006

Business Development

Arthur Andersen

San Francisco

Jan 1999 - May 2002
Team & coworkers

Colleagues at Halbert Hargrove

Other employees you can reach at halberthargrove.com. View company contacts for 60 employees →

TK Tuesday Kendrick Tuesday Kendrick Colleague at Halbert HargroveLong Beach, California, United States View → SB Stephen Bedikian Stephen Bedikian Colleague at Halbert HargroveLos Angeles Metropolitan Area, United States View → JA James Ahn Cfp®, Aif® James Ahn Cfp®, Aif® Colleague at Halbert HargroveLong Beach, California, United States View → ZA Zach Alloway Zach Alloway Colleague at Halbert HargroveSan Luis Obispo, California, United States View → SA Stuart Allison Stuart Allison Colleague at Halbert HargroveLos Angeles, California, United States View → PK Patrick Kujawa Aif® Patrick Kujawa Aif® Colleague at Halbert HargroveScottsdale, Arizona, United States View → QT Quan Tran Quan Tran Colleague at Halbert HargroveWestminster, California, United States View → AS Anthony Skvarka Cfp®, Cpwa®, Aif® Anthony Skvarka Cfp®, Cpwa®, Aif® Colleague at Halbert HargroveSan Diego, California, United States View → TG Tyler Gilley Tyler Gilley Colleague at Halbert HargroveLong Beach, California, United States View → TD Tony Delane, Cfp®, Aif® Tony Delane, Cfp®, Aif® Colleague at Halbert HargroveBellevue, Washington, United States View →
3 education records

Taylor Sutherland, Cfp®, Cima®, Aif® education

Education record

Torrey Pines High School

Education record

The Episcopal School Of Dallas
FAQ

Frequently asked questions about Taylor Sutherland, Cfp®, Cima®, Aif®

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

What company does Taylor Sutherland, Cfp®, Cima®, Aif® work for?

Taylor Sutherland, Cfp®, Cima®, Aif® works for Halbert Hargrove.

What is Taylor Sutherland, Cfp®, Cima®, Aif®'s role at Halbert Hargrove?

Taylor Sutherland, Cfp®, Cima®, Aif® is listed as Director of Portfolio Strategy and Senior Wealth Advisor at Halbert Hargrove.

What is Taylor Sutherland, Cfp®, Cima®, Aif®'s email address?

AeroLeads has found 1 work email signal at @halberthargrove.com for Taylor Sutherland, Cfp®, Cima®, Aif® at Halbert Hargrove.

Where is Taylor Sutherland, Cfp®, Cima®, Aif® based?

Taylor Sutherland, Cfp®, Cima®, Aif® is based in San Diego, California, United States while working with Halbert Hargrove.

What companies has Taylor Sutherland, Cfp®, Cima®, Aif® worked for?

Taylor Sutherland, Cfp®, Cima®, Aif® has worked for Halbert Hargrove, Stifel Financial Corp., Fisher Investments, and Arthur Andersen.

Who are Taylor Sutherland, Cfp®, Cima®, Aif®'s colleagues at Halbert Hargrove?

Taylor Sutherland, Cfp®, Cima®, Aif®'s colleagues at Halbert Hargrove include Tuesday Kendrick, Stephen Bedikian, James Ahn Cfp®, Aif®, Zach Alloway, and Stuart Allison.

How can I contact Taylor Sutherland, Cfp®, Cima®, Aif®?

You can use AeroLeads to view verified contact signals for Taylor Sutherland, Cfp®, Cima®, Aif® at Halbert Hargrove, including work email, phone, and LinkedIn data when available.

What schools did Taylor Sutherland, Cfp®, Cima®, Aif® attend?

Taylor Sutherland, Cfp®, Cima®, Aif® holds B.A., Mass Communications from University Of California, Berkeley.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.