Our Advisors

Taylor R. Boyd, CLU®, CPFA

Vice President, Private Client Services

Taylor focuses on helping clients to better visualize what they want in their retirement and to prepare their action plans for accomplishing those goals. He values high-touch personal interaction with his clients to help ensure that their plans stay on course.

With more than five years of experience in the financial services industry, Taylor began his career with Merrill Lynch and was later recruited by AXA Advisors to expand his practice in the area of personal retirement planning. Taylor holds a bachelor of arts degree in business, with a dual emphasis in finance and marketing from Bethel University in St. Paul, Minnesota.

Community involvement is a high priority for Taylor, as a member of the Costa Mesa Chamber of Commerce and a volunteer varsity football coach for La Serna High School in Whittier, California. Taylor passionately serves with his church and spends his leisure time surfing and golfing.

CA Insurance Lic. #0G24749