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Charles Taylor

CERTIFIED FINANCIAL PLANNER™ professional

Charles Taylor is a CERTIFIED FINANCIAL PLANNER™ and wealth manager known for his expertise in financial planning and services.

With a background in BS in Accounting from Howard University and a Certificate in Personal Financial Planning from Boston University, Charles has a strong educational foundation in the financial industry.

Charles brings a wealth of experience in Employee Relations and Learning and Development, holding certifications as a Certified Workplace Investigator from the Society of Human Resources.

His professional journey includes roles such as Financial Consultant at Charles Schwab, Portfolio Analyst at SVB Wealth Advisory, Inc., and various positions at Google including Program Manager, Employee Relations Specialist, and Learning and People Development Trainer.

Charles Taylor's diverse experience also extends to internships at Charles Schwab and PricewaterhouseCoopers Limited, showcasing his dedication to learning and growth in the financial and accounting sectors.

Additionally, he has an entrepreneurial spirit as seen in his role as the Founder and CEO of OriGenius Company.

His multifaceted background in finance, human resources, and leadership development highlights his versatility and expertise in various fields.

Charles Taylor's continuous pursuit of excellence and professional growth sets him apart as a well-rounded professional with a passion for financial planning, employee relations, and business leadership.

Charles Taylor
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Location

San Francisco Bay Area