Natalie Taylor (BFA™, CFP)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues

NAPFA Start Date

February 28, 2020

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This Office

532 Bolinas Way #102 Goleta, CA 93117-3872 Phone: (858) 336-7646