Kristen TaylorMSFA, CFP®
Kristen TaylorMSFA, CFP®
"Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects."
Role at Mission Wealth
Kristen Taylor is a Client Advisor. Kristen becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and investment advisory solutions to assist in their goal achievement.
Kristen has over 12 years of experience in private wealth management and multi-asset investment management. She was a founding member of Montcalm TCR, a boutique wealth management firm in San Francisco, and also a Portfolio Manager and Co-Advisor for 6 years. Prior to Montcalm, Kristen worked at Morgan Stanley Private Wealth Management where she handled trading, research, client operations, and portfolio management support for various brokerage teams.
Kristen has a Bachelor of Arts in Biology from the University of Texas at Austin and a Master of Science in Financial Analysis from the University of San Francisco.
Kristen, along with her husband Brian, daughter Madison and two orange tabbies Chego and Gingy live in the San Francisco Bay Area. They love to be outdoors so when they are not working you will find Kristen teaching Madison how to tend to the garden, while Brian is building another project. As big culinary enthusiasts, they also love to cook and introduce new foods to their daughter.
Kristen is a member of the non-profit organization, Financial Women of San Francisco, where she has supported their fund raising efforts for scholarships by putting on several large events over the years. Separately, she also has done several industry speaking events and loves to share her passion for financial literacy, supporting women and sustainable investing.
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.
Spotlight on Kristen Taylor
Kristen is also one of the firm experts in sustainable investing and in this interview from July 2020, she shares her perspective on how to invest with a sustainable mindset. She is also an active member of the Financial Women of San Francisco, providing support by raising money for the next generation of women in finance. Learn more about Kristen in this interview!