Rob Taylor, CFP®, AEP®, CLU®, RICP®
Financial Advisor

Financial Advisor Rob Taylor

Rob Taylor is a CERTIFIED FINANCIAL PLANNER™ Professional,  Accredited Estate Planner®, Chartered Life Underwriter®, and Retirement Income Certified Planner®. He works with individuals, business owners, and enterprising families applying 15 years of sophisticated knowledge in wealth management and the employee benefits business. His specializations include working with families and businesses of all stripes that need investment, estate, and succession planning.

Rob’s work includes the conception of strategies for philanthropic initiatives for families and businesses; developing strategies for business owners and executives who want to supplement their standard 401k and defined contribution plans while creating estate liquidity for future generations; and working with individuals and couples transitioning into retirement with 401k assets to be rolled into retirement accounts and prudently managed.

Rob collaborates closely with clients’ attorneys and accountants to maximize the effectiveness and efficiency of a comprehensive financial planning model.

Rob attended the University of Florida and graduated with degrees in accounting and finance. He then returned home to Jupiter, FL to serve the community he grew up in. A Palm Beach County resident for more than 30 years, he and his wife, Andrea, have two children: daughter, Samantha, and son, Benjamin.

When he is not keeping up on market trends and guiding clients, you can find Rob training for the next triathlon or enjoying South Florida’s beautiful golf courses and beaches with friends and family.

“I collaborate with every client to form a long-term, trusted advisory relationship that helps them achieve the freedom to pursue their passions and dreams.”

Rob Taylor’s Posts

Must Read if You Own Company Stock in a 401(k) or other Corporate Retirement Plan

By Robert Taylor | September 12, 2019

The Net Unrealized Appreciation (NUA) Tax Strategy: If you work for a corporation that offers company stock inside a 401(k), ESOP, or profit sharing plan, the Net Unrealized Appreciation tax planning strategy (described below) can produce substantial tax savings. This is especially true for long-time employees possessing stock that has appreciated significantly. Net Unrealized Appreciation…

Read More