Broker Check
Mark A. Taylor, CFP®

Mark Taylor graduated from California Polytechnic State University at San Luis Obispo with a BS in Business Administration. After three years in international trade with World Imports, Inc., he entered the financial services industry in 1983.

Mark's experience includes six years on the professional staff of International Financial Planning Group, during which time he became a CERTIFIED FINANCIAL PLANNER®. He was the Investment Specialist at Integrated Financial, a pension consulting and administration firm which handled over 5,000 pension plans in Southern California. In 1991, Mark started his own financial services firm in San Clemente, CA.

Mark served as president for the Orange County Society of the Institute of Certified Financial Planners (now named Financial Planning Association), served as an officer for Christian Credit Counselors International, and currently serves as City Treasurer for the City of San Clemente. He is active in Rotary International and lives with his wife and two sons in San Clemente, California.

Licenses & Designations

BS Business Administration (1979)
Life and Disability (1983)
General Securities-Series 7 (1984)
Certified Financial Planner (1986)
Variable Annuity (1989)
Registered Principal-Series 24 (1991)