Kristen Taylor Client Advisor Mission Wealth

Kristen Taylor

In by Mission Wealth

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Kristen Taylor

MSFA, CFP®

Partner and Senior Wealth Advisor

Walnut Creek

(415) 541-3264

CONTACT KRISTEN

"Building strong relationships with my clients is the foundation of my work, and I take pride in being a trusted advisor in their lives for years to come. The impact of financial planning can be long-lasting, and it's a privilege to know that I have played a part in helping my clients secure their financial futures. The satisfaction I gain from helping others achieve their goals is what motivates me every day to do my best work."

Kristen Taylor is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the San Francisco, California, and surrounding Bay Area. Kristen takes the time to get to know her clients personally and understand their financial goals and aspirations. With her deep financial planning and investment management knowledge, Kristen can develop comprehensive financial strategies tailored to each client's unique needs and circumstances. Whether her clients want to build wealth, explore sustainable investing, protect their assets, or achieve specific financial milestones, Kristen is committed to providing them with the guidance and support they need to succeed.

"Building strong relationships with my clients is the foundation of my work, and I take pride in being a trusted advisor in their lives for years to come. The impact of financial planning can be long-lasting, and it's a privilege to know that I have played a part in helping my clients secure their financial futures. The satisfaction I gain from helping others achieve their goals is what motivates me every day to do my best work."

Kristen Taylor is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the San Francisco, California, and surrounding Bay Area. Kristen takes the time to get to know her clients personally and understand their financial goals and aspirations. With her deep financial planning and investment management knowledge, Kristen can develop comprehensive financial strategies tailored to each client's unique needs and circumstances. Whether her clients want to build wealth, explore sustainable investing, protect their assets, or achieve specific financial milestones, Kristen is committed to providing them with the guidance and support they need to succeed.

Learn About Kristen Taylor

Professional Background

Kristen Taylor brings extensive experience in private wealth management and multi-asset investment management to her role as a Partner and Senior Wealth Advisor at Mission Wealth. With over 16 years of industry experience, Kristen was a founding member of Montcalm TCR, a boutique wealth management firm in San Francisco, where she served as a Portfolio Manager and Co-Advisor for six years. Prior to Montcalm, she worked at Morgan Stanley Private Wealth Management, where she was responsible for trading, research, client operations, and portfolio management support for various brokerage teams. Her expertise and financial industry knowledge allow her to provide comprehensive, customized financial planning, asset protection, and investment advisory solutions to her clients in the San Francisco and Bay Area regions.

Kristen has a Bachelor of Arts in Biology from the University of Texas at Austin, a Master of Science in Financial Analysis from the University of San Francisco, and the highly-regarded CERTIFIED FINANCIAL PLANNER™ designation.

Personal Pursuits

Kristen, her husband Brian, daughter Madison, and their two orange tabbies, Chego and Gingy, reside in the beautiful San Francisco Bay Area. They enjoy spending their free time outdoors, gardening, hiking, and exploring the Bay Area. As culinary enthusiasts, they also love to experiment with new recipes and ingredients, often introducing their daughter to new cuisines and flavors.

Community Impact

In addition to her work at Mission Wealth, Kristen is an active member of Financial Women of San Francisco, a non-profit organization dedicated to empowering women in finance. She has helped raise funds for scholarships and organized successful events that have supported the organization's mission. As a respected industry professional, Kristen has also been invited to speak at various events, sharing her expertise in financial literacy, sustainable investing, and supporting women.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Bay Area Group - Habitat for Humanity
Kristen is fun and delightful to work with and makes the unpleasant financial world easier to deal with for us!
Cynthia R. - Current Client
Testimonials appearing on this website have been received by actual current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00516019 04/23

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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