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Douglas Taylor (CFP®, CPA/PFS)

Douglas Taylor focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

We provide objective, comprehensive, financial, investment, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals. There is no incentive for the advice we provide except to benefit you and assist you to meet your goals. We have strong expertise in investments, taxes, retirement distributions and education planning.

Additional Information

Doug Taylor is a Certified Financial Planner TM professional (CFP) and a CPA/PFS. This unique blend of credentials enables Doug to provide comprehensive objective financial planning, investment, retirement and tax advice. Doug strictly adheres to the highest fiduciary standards. By always working for his clients' best interests, Doug fosters relationships developed with trust and confidence. Doug's professional certifications are complemented by his significant CPA experience with a Big Four firm, working in Los Angeles, London and Houston, two years as an integral part of a Forbes 400 billionaire's financial team. This comprehensive, hands-on experience enables Doug to effectively assist families and individuals in developing a financial plan compatible with their current lifestyle and future goals.

NAPFA Start Date

January 09, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3655 Torrance Blvd Ste 347 Torrance, CA 90503-4866 Phone: (310) 540-8000 Fax: (310) 540-8475
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