Allen Taylor
Financial Advisor*, MBA, LUTCF at Newcastle Financial Advisors, Orange, CA - We listen, we understand, and we offer our help to \"Provide Service with Gratitude.\"
- Role
- Financial Advisor, Mba, Lutcf, Investment Advisor, Financial Planner at Newcastle Financial Advisors - Orange, Ca
- Location
- Orange, CA, US
- LinkedIn followers
- 500 followers
About Allen Taylor
Allen Taylor, MBA, LUTCF Financial Advisor* CA Insurance License: OF53248 WA…
Experience
Financial Advisor, Mba, Lutcf, Investment Advisor, Financial Planner
Newcastle Financial Advisors - Orange, Ca
Jan 2015 — Present
As of June 27, 2025, we became affiliated with Cambridge Investment Research. We also remain in the AmeriFlex Group® since 2020. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge.As independent Financial Advisor\'s we are fiduciaries and put our client\'s best interests first for any financial service we provide.
Education
University of Colorado
BA, Psychology
1966 — 1970
The American College of Financial Services
LUTCF (Life Underwriter Training Council fellow), Financial Planning and Services
2010 — 2012
University of North Dakota
MBA, Business Finance
1973 — 1976
Skills
- Securities
- Disability Insurance
- Mutual Funds
- Job Transition
- Legacy Planning
- Financial Planner
- Life Transitions
- Health Insurance
- Portfolio Design & Development
- Estate Planning
- Wealth
- Strategic Planning
- Financial Advisor
- Investment Strategies
- Asset Management
- Variable Annuities
- Management
- Life Insurance
- Investments
- Alternative Investments
- Strategy
- Portfolio Management
- Business - Buy & Sell Agreements
- Financial Planning
- Long Term Care Insurance
- Retirement Planning
- 401k
- Insurance
- Strategic Financial Planning
- Finance
- Risk Management
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