Laura A. Taylor, CFP®, CKA®

Laura Taylor, CFP®, CKA® is a CERTIFIED FINANCIAL PLANNER™ and has been with the firm since 2014. She works closely with clients to develop and implement comprehensive financial plans, provides ongoing planning guidance, and collaborates with the advisory team to support long-term client goals.

Laura is a veteran of the U.S. Navy, having served eight years before entering the financial planning profession. She earned a Bachelor of Science degree in Finance from San Diego State University.

Her work focuses on thoughtful planning, clear communication, and helping clients feel confident in their financial decisions. Laura is a member of the San Diego Chapter of the Financial Planning Association and Kingdom Advisors, Inc.

Outside of the office, Laura lives in eastern San Diego County with her husband and their son. She enjoys family time, trips to the beach, baseball games, and exploring San Diego’s food scene.