Sally Taylor Email & Phone Number
Chief Operating and Financial Officer @ Cardinal Point Capital Management, ULC
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Sally Taylor Location
- Phoenix, AZ, US
Sally Taylor Work
- Chief Operating and Financial Officer @ (February 2020 - Present)
- Private Wealth Manager @ (February 2020 - March 2023)
- Chief Operating Officer @ Cardinal Point Wealth Management (February 2020 - January 2023)
- Chief Executive Officer @ KeatsConnelly - Cross Border Wealth Management (November 2016 - January 2020)
- Co-Founder @ Valley Welcome Alliance (January 2014 - January 2017)
- Director of Financial Planning and Senior Planner @ (October 2007 - November 2016)
- Assoc. Partner and Chief Compliance Officer @ Clanco Management Corp. (March 2004 - September 2007)
- Senior Associate @ Paragon Advisors, Inc. (August 2000 - March 2004)
- Vice President @ (February 1994 - August 2000)
Sally Taylor Education
- College for Financial Planning
MSFP (Financial Planning)
2005-2008 - John Carroll University
BS (Accountancy)
1995-1999
Sally Taylor Skills
- Accounting
- CERTIFIED FINANCIAL PLANNER(TM), United States
- CPA
- Certified Public Accountant, licensed in Arizona
- Cross Border
- Cross Border Financial Planning and Tax
- Estate Law
- Estate Planning
- Finance
- Financial Planners
- Financial Reporting
- Financial Services
- Hedge Funds
- High Net Worth Individuals
- Income Tax
- Investment Advisory
- Investment Management
- Investments
- Licensing
- Personal Finance
- Personal Financial Specialist
- Philanthropy
- Private Equity
- Registered Candidate, CERTIFIED FINANCIAL PLANNER(R), Canada
- Retirement
- Retirement Planning
- Risk Management
- Small Business
- Strategic Financial Planning
- Tax
- Wealth Management
Sally Taylor Summary
- Sally Taylor, based in Phoenix, AZ, US, is currently a Chief Operating and Financial Officer at Cardinal Point Capital Management, ULC. Sally Taylor brings experience from previous roles at Cardinal Point Capital Management, ULC, Cardinal Point Wealth Management, KeatsConnelly - Cross Border Wealth Management and Valley Welcome Alliance. Sally Taylor holds a 2005 - 2008 MSFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Accounting, CERTIFIED FINANCIAL PLANNER(TM), United States, CPA, Certified Public Accountant, licensed in Arizona, Cross Border and more. Sally Taylor has 2 emails and 2 mobile phone numbers on RocketReach.
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