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.
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...