Zachary Ellis Taylor is a financial advisor based in Newport Beach, California, providing structured financial planning for individuals and business owners. His approach centers on disciplined strategy, long-term clarity, and measurable financial outcomes.

Serving clients throughout Orange County and broader markets. Zachary focuses on comprehensive financial planning, investment strategy development, retirement planning, tax-aware structuring, and risk coordination.

Each engagement is built around independent guidance and transparent planning principles.

Focus Areas:
• Comprehensive Financial Planning
• Investment Strategy Development
• Retirement Planning
• Tax-Aware Wealth Structuring
• Risk Management Coordination

Newport Beach, CA

https://9dotwealth.com
https://9dottax.com