Elizabeth Taylor has been Owner and Chief Compliance Officer of Ella Financial Advising since November 2019, is a control person of the firm and directly owns 75% or more of it.
Ella Financial Advising LLC is an Oakland, CA firm with $107M under management, 44 clients and 1 adviser in one office, as of its August 2026 filing.
Ella Taylor is Founder + CEO of Ella Financial Advising, based in Oakland, CA. Taylor creates personalized financial plans and invests clients' money to support environmental stewardship, social responsibility and long-term resilience. Taylor started a career as a professional pastry chef before returning to college.
Elizabeth Taylor’s longest registration is the current one, 6 years at Ella Financial Advising since 2020. Before joining Ella Financial Advising in 2020, Elizabeth Taylor was registered through Robasciotti & Philipson and Curtis Financial Planning.
- Ella Financial AdvisingCurrent– present · 6 yearsOakland, CA · Adviser representative · Firm CRD 307357
- Robasciotti & Philipson– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 151411
- Curtis Financial Planning– · under a yearOakland, CA · Adviser representative · Firm CRD 136785
- Brighton Jones LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 108601
Professional designations
Listed by Ella Financial Advising
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Professional Co-Active Coach (CPCC)
Investment adviser representative registrations
Elizabeth Taylor is registered as an investment adviser representative in California, since February 2020.
- CaliforniaSince 7 February 2020
Examinations
No examinations are on Elizabeth Taylor’s record.
- Full name
- Elizabeth Elsa Taylor
- CRD
- 6404273
- Firm
- Ella Financial Advising · CRD 307357
- Role
- Owner and Chief Compliance Officer
- Office
- 5237 COLLEGE AVENUE, Oakland, CA 94618
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellafinancialadvising.com
Where does Elizabeth Taylor work?
Elizabeth Taylor has been Owner and Chief Compliance Officer of Ella Financial Advising LLC since November 2019, and is a control person of the firm.
Is Elizabeth Taylor a financial advisor?
Yes. Elizabeth Taylor has a current investment-adviser registration in California, through Ella Financial Advising since February 2020.
How many years of experience does Elizabeth Taylor have?
Elizabeth Taylor has 11 years in the financial industry, since August 2015, across 4 adviser firms.
Where did Elizabeth Taylor work before Ella Financial Advising?
Before Ella Financial Advising, Elizabeth Taylor was registered through Curtis Financial Planning, August 2015 to February 2016; Brighton Jones LLC, October 2014 to October 2014.
Where is Elizabeth Taylor based?
Elizabeth Taylor’s registered office is in Oakland, CA.
Is Elizabeth Taylor registered with FINRA?
No. Elizabeth Taylor has no current broker registration.
Is Elizabeth Taylor a CFP?
Ella Financial Advising lists Elizabeth Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ella Taylor, CFP ADPA biography, ellafinancialadvising.com
How can I verify Elizabeth Taylor’s record?
Search CRD 6404273 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Taylor’s full registration record.