Daniel Taylor (CFP®, MBA)

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

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Dan specializes in working with successful families and business executives who want to delegate the details of their financial lives so they can focus on the big picture and live the lives they want to pursue. We’re fiduciaries, which means we always act in our clients’ best interests and provide unbiased advice to help our clients reach their most important goals. 

Additional Information

Helping his clients develop a clear, focused approach to financial prosperity
has been all the inspiration Dan Taylor needs in his 15-year career as a wealth
advisor.


Prior to joining Buckingham Strategic Wealth, he served as a principal at
Founders Financial Network, LLC in Cupertino, California. Founders joined
Buckingham in 2012. Before becoming a financial advisor, Taylor had a 20-
year career in high technology including senior management positions at
Apple Computer, Oracle Corporation and two startups.


A native of Connecticut, he received a bachelors degree in engineering with
high honors from Princeton University in 1974, and an MBA from the Amos
Tuck School of Business Administration at Dartmouth College in 1981, where
he was elected an Edward Tuck Scholar. He has completed the University of
California, Santa Cruz Certificate Program in Personal Financial Planning and
holds the CERT IFIED FINANCIAL PLANNER certification granted by the
Certified Financial Planner Board of Standards.


After graduating from college, Dan lived in Norway for three years and
traveled extensively throughout Europe and Russia before returning to the
U.S. in 1977. He worked for Control Data Corporation in Minneapolis for two
years before earning his MBA at Dartmouth and moving to California.


An Eagle Scout, Dan has served on the Executive Board of the Pacific Skyline
Council of the Boy Scouts of America. He is also an active member of the
Financial Planning Association of Silicon Valley and the San Carlos Rotary
Club. Dan and his wife, Carol, live in San Carlos with their four children.

NAPFA Start Date

April 06, 2017

Submit
Submit

This Office

2445 Faber Pl Ste 250 Palo Alto, CA 94303-3355 Phone: (408) 366-8920