Primary Job Title Founder and Managing Director Primary Organization Capital Advisors 360
Location San Francisco Bay Area, California, United States Regions West Coast, Western US Gender Male
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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, and received his Chartered Retirement Planning Counselor designation from the College of Financial Planning. He has successfully passed his Series 7, 63, 65 & 10, and is licensed with the CA Department of Insurance (CA Insurance License #OD75136).
