Taylor Vance, CFP®

Coming from a long line of educators, Taylor has always had a passion for helping others have that “lightbulb” moment by teaching in a clear and concise way.

His favorite part of his work is helping people shift their focus away from money and finances and put it back on their life and goals. Once people understand what’s important to them, Taylor works to align their goals with the resources available.

Outside the office, Taylor can be found visiting all the Pacific Northwest beautiful parks with his wife and two young children. Taylor loves any sport with a ball, Mexican food, and sunny Seattle summers.


  • B.S. Personal Financial Planning
    Utah Valley University


  • Series 65 Registered Investment Advisor Representative
  • Series 63 Uniform Securities Agent State Law Exam
  • Series 7 General Securities Representative