Wealth Advisor

Dan Taylor, CFP®

Helping his clients develop a clear, focused approach to financial prosperity has been all the inspiration Dan Taylor needs in his 13-year career as a wealth advisor.

Prior to joining Buckingham Strategic Wealth, he served as a principal at Founders Financial Network, LLC in Cupertino, California. Founders joined Buckingham in 2012. Before becoming a financial advisor, Taylor had a 20-year career in high technology including senior management positions at Apple Computer, Oracle Corporation and two startups.

A native of Connecticut, he received a bachelor’s degree in engineering with high honors from Princeton University in 1974, and an MBA from the Amos Tuck School of Business Administration at Dartmouth College in 1981, where he was elected an Edward Tuck Scholar. He has completed the University of California, Santa Cruz Certificate Program in Personal Financial Planning and holds the CERTIFIED FINANCIAL PLANNER™ professional certification granted by the Certified Financial Planner Board of Standards.

After graduating from college, Taylor lived in Norway for three years and traveled extensively throughout Europe and Russia before returning to the U.S. in 1977. He worked for Control Data Corporation in Minneapolis for two years before earning his MBA at Dartmouth and moving to California.

An Eagle Scout, he serves on the Executive Board of the Pacific Skyline Council of the Boy Scouts of America. He is also an active member of the Financial Planning Association of Silicon Valley and the San Carlos Rotary Club. Taylor and his wife, Carol, live in San Carlos with their four children.

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Let's look at the big picture, together.