Zachary Taylor CFP®, MSF, AIF®
Zachary Taylor works as Director and Financial Planner at West Ridge Advisors where he helps clients grow their wealth strategically. He is responsible for designing customized financial plans for wealth and institutional clients. He is also a self-Published Author of "The Golden Blueprint: How to Build Your Financial Plan" (Copyright © 2025). Available on demand on Amazon.
Areas of Expertise: Financial Planning, Investment Management, Tax Planning, Insurance Planning, Charitable Gifting, Retirement Planning, Estate Planning.
He has completed education in Investment Management Theory offered by Yale University’s School of Management, a Top-Ranked Ivy League institution. He earned a Master’s in Finance from the University of Utah and a Bachelor’s in Financial Economics with a double minor in Accounting and Finance from Brigham Young University–Idaho.
Zachary has achieved the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, he holds the ACCREDITED INVESTMENT FIDUCARY® designation. He is committed to the highest code of ethics in the industry. He takes very seriously the duty to put client’s interest above that of himself and the firm.
Colleagues describe Zachary as honest, knowledgeable, and results driven. Outside of his professional life, he enjoys traveling with his wife, volunteering at his church, and attending LA Dodger and Vegas Golden Knights games.
