Taylor Anderson (CFP®)

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

  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Taylor’s passion for personal financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for 2 years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, WA. She loves working with clients who are ambitious in both their careers and their hobbies and is most excited when she gets to hear about her clients’ travel plans. Her favorite challenge is to help her clients build flexibility into their financial plans so they’re able to enjoy the twists and turns of life as they come.

Taylor began her career in consulting and project management roles at large companies, so she knows what it’s like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her financial planning work by adding creativity to the more technical things – think mindmaps, roadmaps, and her favorite…brainstorming with Post-Its!

Additional Information

Work Experience

  • Middleton & Company, Financial Planner, 2017 – Present
  • Middleton & Company, Business Development, 2017
  • TCM Consulting, Independent Consultant, 2015 – 2016
  • Peace Corps, Health Education Volunteer, 2014 – 2015
  • Starbucks Coffee Company, Project Manager, 2011 – 2014
  • Hitachi Consulting, Consultant, 2006 – 2011

Education

  • University of California Los Angeles Extension, CFP® Certification Professional Education
  • University of Washington, Bachelor of Arts, Business Administration
  • University of Washington, Bachelor of Arts, French Language & Literature

NAPFA Start Date

July 06, 2017

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This Office

1111 Main St Ste 630 Vancouver, WA 98660-2978 Phone: (360) 524-3517 Fax: (360) 694-2802