Micheal Taylor | Financial Advisor | Walnut Creek, CA | U.S. Bancorp Wealth Management

financial advisor in Walnut Creek Mike Taylor

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

925.278.5538

Primary office
1655 North Main Street
Walnut Creek, CA 94596

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Walnut Creek and Lafayette areas. My experience in the financial industry started in 2006. I hold a Bachelor of Science degree in economics from California State University, East Bay (formerly known as Hayward State), and a Master of Science degree in risk management from the University of New Haven. California Insurance License #0J03027.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with my wife and two daughters, playing tennis and reading.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.