Beau Taylor, CIMA, AIF

Portfolio Specialist

Phone: 214.727.6000
Fax: (866) 913-8315
E-mail:

Beau Taylor joined Strategic Wealth Planning in April 2011. In helping clients reach their financial goals and cash flow needs, Beau's focus is on portfolio management. Beau asserts, “I help provide prudent and cautious asset management that helps families reach their goals.  We do this with long term growth in mind – not following the latest trend.”

As Senior Strategist and member of the Investment Committee, Beau is responsible for asset allocation modeling, trading, performance evaluation and portfolio reporting. Beau conducts due diligence and quantitative analysis on existing investments, as well as on potential investment candidates, including both traditional and alternative asset classes.

Beau has extensive investment consulting and asset-management experience encompassing both institutional and retail environments. Prior to joining Strategic Wealth Planning, Beau served as an Investment Consultant for Citi’s Personal Wealth Management Group. Preceding Citi, Beau held the role of Assistant Vice President at Clark Consulting. During his tenure at Clark, Beau established Clark Investment Strategies, a subsidiary that provided investment management and consulting to corporations and banks. Beau’s background also includes roles as Director of Research at Rushmore Investment Advisors, Investment Analyst at Smith Barney’s Consulting Group and Assistant Branch Manager at Charles Schwab.

Beau earned his Bachelor of Science degree in finance and economics from the University of San Francisco. Beau is a Certified Investment Management Analyst (CIMA®) and an Accredited Investment Fiduciary (AIF®). Beau holds his Series 7, 63, 66 and Texas Life and Health insurance license.