Gregory Taylor, CFA, CFP®
Senior Wealth Advisor

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Gregory Taylor, CFA, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients.  He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst (CFA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.


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