Associates
Mark A. Taylor, CFP®
Wealth Advisor
(949) 369-2527
Mark is a graduate of Cal Poly San Luis Obispo, with a degree in Business. He entered the financial services industry in 1983 and has been active in volunteering and serving the City of San Clemente as City Treasurer..
Theresa Matarazzo
Administrative Assistant
(949) 369-2527
After working for a non-profit for a decade and a half as Director of Operations and Executive Director, Theresa knows what it means to connect with her clients on a personal level. Prior to working for a non-profit, Theresa...