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

• Investments
• Socially Responsible Investing
• Professionals
• Business Owners

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 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.

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

 
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