My financial advisor has been Kristen Taylor since I began my adventure with Fidelity back in 2019. She’s answered, cheerfully, every question I’ve had during this journey and given me helpful advice which I’ve mostly taken. I quit enjoy interacting with her. Hi Kristen!
Who Kristen Typically Helps
Working families with concentrated stock or compensation plans, tech professionals, pre-retirees & retirees, independent women, multigenerational families, families navigating inheritance or sudden wealth, socially responsible investors
Serving Clients in
San Francisco • Walnut Creek • Sacramento • Palo Alto • Marin County • Communities throughout Northern California
Available nationwide through virtual meetings
Questions Kristen Helps Answer
- How can I prepare for retirement?
- How should I manage concentrated stock and compensation?
- How can I coordinate complex tax and estate planning?
- How should I incorporate an inheritance or sudden wealth into my plan?
- How can I align investments with long-term goals?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
Clients can expect a warm and caring engagement, supported by extensive knowledge and a strong appetite for complex problem solving. Kristen takes time to understand the full picture and works through difficult questions with care
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 20 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 across the country.
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 Sierra Nevada foothills, just north of Sacramento. They enjoy spending their free time outdoors, gardening, swimming, and traveling. 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 Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
Request an introduction to Kristen Taylor.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Kristen Taylor and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor