Sherry Taylor
Sherry Taylor, Financial Advisor*, LUTCF at Newcastle Financial Advisors, Orange CA - We listen, we understand, and we offer our help to \"Provide Service with Gratitude.\"
- Role
- Financial Advisor Lutcf, Investment Advisor, Financial Planner at Newcastle Financial Advisors - Orange, Ca
- Location
- Orange, CA, US
- LinkedIn followers
- 500 followers
About Sherry Taylor
Sherry Taylor, LUTCF Financial Advisor CA Insurance License: 0F18836 WA…
Experience
Financial Advisor Lutcf, Investment Advisor, Financial Planner
Newcastle Financial Advisors - Orange, Ca
Jan 2015 — Present · CA, US
As of June 27, 2025, we became affiliated with Cambridge Investment Research. We also remain in the AmeriFlex Group® since 2020. As independent Financial Advisor\'s, we are fiduciaries and put our client\'s best interests first. 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.
Education
University of LaVerne
BS, Business Administration
The American College of Financial Services
Life Underwriter Training Council Fellow (LUTCF), Financial Planning and Services
2010 — 2012
Skills
- Employee Benefits
- Alternative Investments
- Risk Management
- Business Buy - Sell Agreements
- Wealth
- Benefits Administration
- Financial Planner
- Strategic Planning
- Plannning
- Investments
- 401k
- Retirement Planning
- Life Insurance
- Investment Portfolio Design
- Deferred Compensation
- Life Transitions
- Budgets
- Series 7
- Financial Planning
- Strategic Financial Planning
- Long Term Care Insurance
- Variable Annuities
- Financial Advisory
- Disability Insurance
- Performance Management
- Strategy
- Recruiting
- Legacy Planning
- Financial Planners
- Portfolio Management
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