Dhillon Taylor, CFP®
Dhillon's primary focus as a financial planner is to help his clients make the most educated and appropriate financial decisions. Below are a few key areas in which he advises his clients:
- Planning for retirement
- Optimizing investments
- Reducing tax liability (especially for high earners)
- Navigating the purchase and sale of real estate (including 1031 exchanges)
- Saving money for children's future education expenses
- Getting appropriate insurance protection for themselves and their family
- Saving/Investing for other major purchases
Click here to view a short video describing the types of clients Dhillon serves.
Mr. Taylor has 7 years of experience in the financial services industry and a Bachelor of Science in Finance from California State University, Long Beach. He is the acting President and designated financial advisor in Success Network BNI, a business networking group located in the Cypress, CA area that is dedicated to providing high-quality products and services to the surrounding communities. He is passionate about educating individuals, families, and businesses about financial and investing principles and seeing these principles put into action.
In his free time, Dhillon frequently participates in several traditional and action sports and plays a variety of musical instruments.