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.
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.
Kristen is fun and delightful to work with and makes the unpleasant financial world easier to deal with for us!
In the News
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.