Phoenix, AZ
James Taylor
SVP & Wealth Advisor
James Taylor, CFP®, is a seasoned financial advisor with nearly two decades of experience helping individuals and families navigate life’s financial complexities with clarity and confidence. He began his professional journey in 2005, starting in insurance and risk management. Over time, James realized he wanted to play a more meaningful and ongoing role in people’s financial lives. That insight led him to transition into comprehensive financial planning in 2011—an evolution that aligned with his desire to build long-term relationships and guide clients through every phase of life. Most recently, James has served as a trusted advisor at Merce...
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Experience
Mercer Advisors
4 years
Cable Hill Partners
3 years
Versant Capital Management
1 year
Brighton Jones
2 years
Qualifications
Arizona State University
Business Administration, BS
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
CEPA
FINRA
Specialities
Investment management
Public equities
Fixed income
Financial planning
Retirement planning
Tax planning
Estate planning
Risk management
Exit planning
Asset allocation
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your personal family
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