Introducing Mark Taylan
Mark Taylan specializes in assisting high net worth families with their investment planning needs in and around the California Bay Area. He has worked with CA360 since 2018, and has practiced as a licensed investment advisor since 2002. Mark’s offices are located in Morgan Hill, California. Learn more about Mark and CA360 below: Individualized Planning […]
Introducing Jeff Pietsch
Jeff Pietsch, CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Michigan, Massachusetts, Louisiana and Texas, who has worked in the active and alternative investment industry since 2001. He is the founder and Managing Director of Capital Advisors 360, LLC (CA360). Prior to forming the firm, he managed his own […]