Kristen Taylor
MSFA, CFP®
Client Advisor
Kristen Taylor
MSFA,CFP®
Client Advisor
Kristen Taylor
MSFA, CFP®
Client Advisor
“Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects.”
– Dalai Lama
Role at Mission Wealth
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.
Specializations
Contact Information
Office Location: Santa Barbara, CA and San Francisco, CA
Email: ktaylor@nullmissionwealth.com
Direct Line: (415) 553-0868
Role at Mission Wealth
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.
Specializations
Contact Information
Office Location: Santa Barbara, CA and San Francisco, CA
Email: ktaylor@nullmissionwealth.com
Direct Line: (415) 553-0868
Career Highlights
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 received a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Biology from the University of Texas at Austin.
Credentials
Master of Science in Financial Analysis
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Career Highlights
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 where she was the 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 received a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Biology from the University of Texas at Austin.
Credentials
Master of Science in Financial Analysis
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Community Involvement
- Board Member of Financial Women of San Francisco
- Active volunteer through San Francisco Recreation & Parks
Personal Pursuits
Recently married, Kristen and her husband Brian live in the San Francisco Bay area. They love the outdoors and have a strong appreciation for nature. As big culinary enthusiasts, they are cooking often and trying out new restaurants.
Education
Bachelor of Arts in Biology from the University of Texas at Austin
Master of Science in Financial Analysis from the University of San Francisco
Kristen Recommends
Community Involvement
- Board Member of Financial Women of San Francisco
- Active volunteer through San Francisco Recreation & Parks
Personal Pursuits
Recently married, Kristen and her husband Brian live in the San Francisco Bay area. They love the outdoors and have a strong appreciation for nature. As big culinary enthusiasts, they are cooking often and trying out new restaurants.
Education
Bachelor Arts in Biology from the University of Texas at Austin
Master of Science in Financial Analysis from the University of San Francisco
Kristen Recommends