Ella Taylor, CFP®, ADPA®

Wealth Manager

Robasciotti and Philipson

LinkedIn

Ella provides financial consulting and analysis services to Robasciotti & Philipson clients. She performs in-depth financial analysis tailored to each client’s specific needs and offers personalized advice that helps clients to clarify and achieve their goals.

Prior to working at Robasciotti & Philipson, Ella was an advisor at Brighton Jones, LLC for nearly four years and worked as an hourly financial planner at Asti Financial. She joined Robasciotti & Philipson in order to focus her work on helping women and to develop and enjoy long lasting relationships with her clients. Ella is a Certified Financial Planner professional and a former professional pastry chef. Originally from New Mexico, she now lives in Oakland with her partner.


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