Montgomery Taylor, CPA, CFP, has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry
SANTA ROSA, CA, February 26, 2020 – Montgomery Taylor, CPA, CFP, has been inducted into Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process.
The CEO of Montgomery Taylor Wealth Management, Mr. Taylor is skilled across the board in financial planning.
Renowned as an accountant and business owner in the Greater Sonoma County area, Mr. Taylor has accrued more than 30 years of investment and financial advisory experience. Previously, he obtained an Associate of Arts in administration of justice from Santa Rosa Junior College in 1976 and a Bachelor of Arts in accounting from Sonoma State University in 1986. Mr. Taylor additionally holds a certification in the College for Financial Planning’s education program.
Since 1990, Mr. Taylor has served as the chief executive officer of Montgomery Taylor Wealth Management, a company he founded in his pursuit to provide the best-integrated financial planning, investment and tax services to his clients. As a personal wealth advisor, he has coached many high net-worth individuals and couples in Sonoma and Marin counties. Mr. Taylor personally counsels individual clients on wealth management strategies, and he is readily accessible for questions and financial or tax consultations with his clients.
Prior to spearheading his company, Mr. Taylor worked as the senior financial adviser for Core Asset Management in 1998 and a financial manager for the Sonoma County Employees Retirement Association from 1991 to 1998. Additionally, as a certified public accountant and certified financial planner, he flourished as a supervisor of financial strategies for high net-worth individuals at Pisenti & Brinker, CPAs & Consultants from 1986 to 1990. Mr. Taylor began his career as an employee for the Federal Bureau of Investigation.
Notably, Mr. Taylor is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Financial Planning Association, Redwood Empire Estate Planning Council and KRCB Public Television Channel 22’s Leadership Circle. He is also active in his church, as he is the chairman of his church’s finance committee. Moreover, Mr. Taylor writes a monthly financial stewardship article for the church newsletter.
A skilled writer among his qualities, Mr. Taylor is the author of “Happy & Secure in Sonoma County” from 2015, “The New Rules of Success” from 2013, “Before It’s Too Late” from 2012 and “74 Tips to Eliminate College Cost Worries Almost Instantly” from 2008. Furthermore, he has been a columnist for the North Bay Business Journal, as well as a speaker for Programs with Tom Hopkins, Jack Canfield, Leigh Steinberg, Dan “Rudy” Ruettiger, Patti Gribow, Nick Nanton, Dan Kennedy and Rocky Bleier. He has been profiled in USA Today, The Press Democrat, the NorthBay BIZ Magazine, the North Bay Business Journal and the Patti Gribow Show. Notably, Mr. Taylor was the recipient of a Quilly from the National Academy of Best-Selling Authors in 2013.
Mr. Taylor attributes his success to the holistic styling of his business, his quality of service, as well as his positioning as an author who has been interviewed on radio and television. Growing up on a farm, he learned at an early age to work hard and value the “Golden Rule,” which he lives by personally and in his work. Looking toward the future, Mr. Taylor plans to continue on with his company, expand the business and take care of his clients.
About Marquis Who’s Who®
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who’s Who® website at www.marquiswhoswho.com.