Sally Taylor (CFP®, CPA/PFS, MSFP)

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

  • Alternative or Private Investments
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Sally is the Director of Financial Planning and a senior planner at KeatsConnelly, helping Canadians and Americans realize their dreams of a cross-border lifestyle. Sally handles clients’ financial and tax planning, and helps manage their comprehensive cross-border and domestic financial affairs. She also oversees the financial planning department and chairs the Financial Planning Committee.

Before joining KeatsConnelly, Sally provided family office financial services for prominent families in the Cleveland, Ohio area. She has worked as a comprehensive family office, accounting and financial professional since 1994.

NAPFA Start Date

March 11, 2009

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This Office

3336 N 32nd St Ste 100 Phoenix, AZ 85018-6241 Phone: (602) 955-5007 Ext: 210 Fax: (602) 224-5874