Sherry Taylor

Sherry Taylor

Sherry began her career in the corporate world in finance and eventually transitioned into human resources where she worked with individuals to meet challenges, overcome obstacles and accomplish goals. Now, as a licensed financial advisor at Newcastle Financial Services, Sherry uses that valuable experience to help her clients with their financial planning needs.

Sherry enjoys working with executives in transition and specializes in retirement planning, strategic portfolio design, legacy planning and risk assessment. She also enjoys working with women to address their unique financial challenges.

Sherry possesses strong interpersonal communication and listening skills. She is known for forming strong personal relationships with her clients that develop and last over time, creating a safe and confidential environment that ensures trust and security. Her favorite phrase is, “I have never met anyone I couldn’t help.”

Sherry works with her husband and business partner, Allen, which provides clients with two different perspectives to help them accomplish their goals.

An artist who enjoys working in several mediums, Sherry also enjoys cooking, gardening, and spending time with Allen and her son and grandchildren. Sherry is also passionate about her involvement as the Executive Board President for the Orange County Children’s Therapeutic ARTS Center (OCCTAC) in Santa Ana, a non-profit charity that provides education in the arts for all children, including at-risk youth, those with learning disabilities, and their families.

Qualifications:

  • Bachelor of Science, Business Administration – University of La Verne 
  • Financial Industry Regulatory Authority (FINRA) Series 7 and 66 license holder
  • California-, Hawaii- and Arkansas-licensed insurance professional (CA Insurance Lic.#0F53248)
  • Life Underwriter Training Council Fellow (LUTCF) – American College and the National Association of Insurance and Financial Advisors

 

Contact our strategic partner, Silverberg & Cook, Inc., for tax and accounting services.   Silverberg & Cook

Securities offered through Girard Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Newcastle Financial Advisors, Inc. a Registered Investment Adviser not affiliated with Girard Securities, Inc. ©2009 Newcastle Financial Advisors. All rights reserved.

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