Taylor Stone

Taylor Stone is a seasoned professional at Pensionmark, specializing in retirement plan consulting, financial planning, and investment advice for both corporations and individual investors.

With a background in finance, Taylor holds a Master of Business Administration (MBA) in Finance from Pepperdine University and a Bachelor of Arts (BA) in Business Economics and Accounting from the University of California, Santa Barbara.

Currently serving as the Senior Vice President of Client Services at Pensionmark Financial Group, Taylor collaborates with a team of experts to provide unbiased advice and support to enhance the services offered by top advisors across the nation.

Pensionmark Financial Group, led by Taylor, offers Investment Advisory Services through Pensionmark Financial Group, LLC, a Registered Investment Advisor, and securities through Pensionmark Securities, LLC, a member of FINRA/SIPC.

To ensure compliance and quality service, Taylor Stone and the Pensionmark team maintain registration to do business in various states, as listed on www.Pensionmark.com.

It is important to note that third-party posts on Taylor's profile are independent and not endorsed by Pensionmark Financial Group, LLC, as they have not been reviewed by the organization for accuracy or completeness.