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Taylor Thompson, CFP®

Financial Advisor on The Thompson Katzaroff Kottmeier Group at UBS Financial Services, Inc.

CFP® Taylor Thompson is an experienced financial professional working at UBS under the Thompson Katzaroff Kottmeier Group, specializing in wealth management and generational wealth transition.

Taylor collaborates with entrepreneurs, business owners, and retirees to develop and enhance their financial plans, ensuring alignment with their long-term financial objectives.

With a background in Impact Investing and Finance from Saïd Business School, University of Oxford, Taylor has honed skills that enable effective financial planning and asset management.

Taylor's education includes studies at Vanderbilt University and Tesoro High School, providing a solid foundation for financial expertise and strategic wealth management.

Having served as a Financial Advisor at UBS, Taylor possesses a wealth of experience and knowledge in the financial services industry.

Taylor Thompson, CFP®
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Location

Orange County, California, United States