OUR TEAM
Mark Taylan, Wealth Management
Mark Taylan’s 20-year-plus career in the financial services industry provides him unique industry insight and helps him assess client’s portfolios from an unbiased perspective.
Mark graduated from the University of California at Santa Cruz with a Degree in Management Information Systems. This unique blend of Computer Science and Economics has translated well in the understanding and explanation of the financial markets.
He is also a licensed California Real Estate Broker DRE#01743894, NMLS# 1490132. He has successfully passed his Series 7, 63, 65 & 10, and is licensed with the CA Department of Insurance (CA Insurance License #OD75136).
355 Woodview Avenue Suite 300
Morgan Hill, CA 95037
(By Appointment)
t. (408) 778.8280
m. (408) 840.1006
Mark Taylan’s 20-year-plus career in the financial services industry provides him unique industry insight and helps him assess client’s portfolios from an unbiased perspective.
Mark graduated from the University of California at Santa Cruz with a Degree in Management Information Systems. This unique blend of Computer Science and Economics has translated well in the understanding and explanation of the financial markets.
He is also a licensed California Real Estate Broker DRE#01743894, NMLS# 1490132. He has successfully passed his Series 7, 63, 65 & 10, and is licensed with the CA Department of Insurance (CA Insurance License #OD75136).
355 Woodview Avenue Suite 300
Morgan Hill, CA 95037
(By Appointment)
t. (408) 778.8280
m. (408) 840.1006
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