Phoenix, AZ
James Taylor
SVP & Wealth Advisor
James Taylor, CFP®, CEPA, is a seasoned financial advisor with nearly two decades of experience helping clients bring clarity and structure to their financial lives. He specializes in working with business owners, busy professionals, and retirees—offering thoughtful guidance on everything from retirement and tax planning to business transitions and legacy strategies. With a background that spans insurance, investment management, and comprehensive financial planning, James brings a well-rounded and practical perspective to every relationship. Known for his calm, focused approach and ability to simplify complex topics, James is passionate ...
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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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