Cole Taylor, CFP® is an experienced finance professional with a strong educational background. Taylor holds a Bachelor's degree in Finance from Point Loma Nazarene University, graduating with a 3.91 GPA in 2021. Professional experience includes serving as a Portfolio Analyst and Associate Wealth Advisor at Gradient Capital Advisors, LLC from September 2021 to October 2024, and as a Finance Intern at First American Data & Analytics for a brief period in 2021. Currently, Taylor is an Associate Wealth Advisor at Corient since June 2025.
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