Mark A. Taylor

Further information about Mark A. Taylor:

Mark Taylor graduated from California Polytechnic State University at San Luis Obispo with a BS in Business Administration. After three years in international trade with World Imports, Inc., he entered the financial services industry in 1983.

Mark's experience includes six years on the professional staff of International Financial Planning Group, during which time he became a CERTIFIED FINANCIAL PLANNER(R). He was the Investment Specialist at Integrated Financial, a pension consulting and administration firm which handled over 5,000 pension plans in Southern California. In 1991, Mark started his own financial services firm in San Clemente, CA.

Mark served as president for the Orange County Society of the Institute of Certified Financial Planners (now named Financial Planning Association), served as an officer for Christian Credit Counselors International, and currently serves on the Investment Advisory Committee for the City of San Clemente. He is active in Rotary International and lives with his wife and two sons in San Clemente, California.

Compensation and Fee Structures:

Comprehensive Financial Planning: $200/hour, quoted in advance.
Investment Management: 0.5% - 1.25% depending on size and makeup of account.

Licenses, Certifications & Affiliations:

Life and Disability (1983)
General Securities-Series 7 (1984)
Certified Financial Planner (1986)
Variable Annuity (1989)
Registered Principal-Series 24 (1991)

Education:

Bachelors of Science, California Polytechnic State University at San Luis Obispo

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Further information about Winthrop Taylor Financial, Inc.:

(Size of firm: 0-9 advisors)

The advisors at Winthrop Taylor Financial, Inc. offer individuals and small businesses a full range of financial planning and investment services. We believe that investment planning, retirement planning and estate planning should be top priorities in preparing for the future.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.

Winthrop Taylor Financial can help! Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.