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About Our Principal

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Nigel B. Taylor - Principal of Taylor & Associates

Mr. Taylor has over 28 years of financial services experience, was Certified as a Financial Planner in 1993 and is a Fiduciary Investment Adviser. Among other accomplishments, Mr. Taylor is a past Chairman of the Financial Planning Association, Los Angeles Chapter, President of the Los Angeles Society, Institute of Certified Financial Planners,and contributor to many newspapers and magazines such as the Wall Street Journal, Los Angeles Times, Investor Business Daily, Financial Planning Magazine, The Journal of Financial Planning, Ticker, Investment Advisor and Financial Advisor Magazine, among others. He has also appeared on the "Ask the Expert" segment of Fox television’s Morning News Program.

For many years Mr. Taylor has been at the forefront in the fight for ethics and higher standards in the profession of financial planning. He served as an adviser to the Task Force on Disclosure for Certified Financial Planners and helped rewrite standards for openness and disclosure. In 1999 under Mr. Taylor’s presidency, the Los Angeles Society of the Institute of Certified Financial Planners was awarded the prestigious, national "David M. King" Award for "Outstanding Society of the Year". The David M. King national awards program, introduced in 1995, honors the memory of David M. King, the only two term President of the Institute of Certified Financial Planners who died in 1991. The award for Society of the Year is awarded to local ICFP societies for outstanding achievement in six categories, namely: Administration & Leadership, Membership, Education, Public Relations, Technology and Government Relations.

In July of 2014, Mr. Taylor voluntarily relinquished his CFP® Certification because he can no longer support the ideas espoused by the CFP Board of Directors, or the waste of millions of dollars defending a lawsuit filed against CFP Board by fellow financial planners that Mr. Taylor believes is indefensible. Furthermore, the terms and conditions of renewal for Certification are so odious that he can no longer sign them. More information will follow shortly.

A long-time resident of Santa Monica, Mr Taylor is married (his wife Maria is an accountant and legal secretary at a local law firm) and actively involved in his local community. Mr. Taylor volunteers his time with the Los Angeles Fire Dept. Auxiliary Communications Service as Battalion 9 Communications Unit Leader, as a member of Santa Monica's Disaster Communications Service and is a trained CERT Instructor teaching the 21 hour, FEMA Community Emergency Response Team (CERT) program. He is also an active volunteer with the American Red Cross as a Disaster Action Team leader assisting families in need throughout the South District of the Los Angeles region who have lost everything due to fire or other disaster. If you reside in an earthquake prone region, please also read Mr. Taylor's useful article regarding preparing for an earthquake or other disaster by clicking here. We encourage you to be prepared! He also served as the Roosevelt PTA Chairman of the Earthquake Safety and Child Safety Committees for 4 years and gives seminars to local residents regarding on-line safety techniques for children, as well as earthquake and disaster preparedness. In 2014, Mr. Taylor joined the Santa Monica Malibu PTA council as VP of Health and Safety for the district. As a former radio personality and professional disc jockey from the 1970's and 80's, he can often be found providing the music and entertainment at Roosevelt Elementary school fund raisers and other charitable functions.

 

Mr. Taylor’s Memberships, Associations & Accomplishments:

5 Star Fiduciary Adviser, Paladin Registry of Financial Planners since its inception

Chairman, Financial Planning Association, Los Angeles Chapter, 2000

President, Los Angeles Society, Institute of Certified Financial Planners, 1999

Member, Institute of Certified Financial Planners 1992 - 2000

Member, Editorial Review Board, National Journal of Financial Planning 1995 - 2001

Member, Board of Directors, Los Angeles Society, Institute of Certified Financial Planners 1996 - 2001

Director, Board of Review, 50 Best Research Group, Florida. Publishers of the Reference Guide and Publication "50 Best Financial Planners In America" (And why you should use them) 1999 - 2003

Registrations & Qualifications:

CFP® Certificant (1993 to 2014)

Certified Financial Planner 1993 -

Taylor & Associates is a California Registered Investment Adviser (Registration Nr. 122944)

Life & Variable Agent, California. California Dept. of Insurance license number 0716446

Mr. Taylor held numerous FINRA registrations for many years including the Series 6, 7, 24, & 63 registrations before surrendering them to concentrate on his fee-only investment advisory practice.


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Disclosures: Taylor & Associates (TA) is a CA Registered Investment Adviser regulated by the CA Dept. of Business Oversight. Insurance Planning Services offered separately and distinctly by Nigel B Taylor under individual CA insurance license number 0716446.

The information herein is provided solely for informational purposes, and should not be construed or interpreted as an offer to buy or sell, or a solicitation of an offer to buy or sell any security or to participate in any particular trading strategy. You should not rely on any information herein to plan or implement any investment, estate or other financial strategy. At certain places on this web site, live links to other Internet addresses may be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations or individuals totally independent of Taylor & Associates. We do not endorse, approve, certify, or control these external Internet addresses and do not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness or correct sequencing of information contained at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Access to all Pages and hyperlinked pages of this site are subject to the terms and conditions contained in this disclosure. By accessing any page on this site, you expressly agree to be bound by this written policy. When you leave the web site of Taylor & Associates, you assume total responsibility and risk for your use of any site you are linking to