Montgomery Taylor

Montgomery Taylor was named “The Only CPA We Trust” by KZST Radio. They chose him to be the tax expert for KZST listeners. Mr. Taylor is past president of the Redwood Empire Estate Planning Council, and a frequent speaker for the California Institute of Retirement and Estate Planning. He is a recognized expert on wealth management and featured in newspapers, magazines, radio and television.

In August 2012, his book, Before It’s Too Late ~ Retirement and Estate Solutions, was published and has received wonderful praise and reviews by local business leaders and professional reviewers. Mr. Taylor was also interviewed on The Patti Gribow television talk-show which airs on the Comcast Hometown Network.

In 2012, Mr. Taylor founded the California Ethics Association and serves as its Chairman. The mission of the California Ethics Association is to help consumers determine if they are being served ethically by the professionals they’re working with or may begin working with. And to resolve issues before they become problems. In addition, publish articles on professional ethics and be a resource for the media. With Mr. Taylor’s history with the FBI and police work, he is a stickler for honest business practices and wants to help combat elder abuse, investment scams and fraud.

His 34-year career in financial services first began as a Stockbroker, then as a Certified Public Accountant, Certified Financial Planner, Certified IRA Distribution Specialist, and Registered Investment Advisor. His considerable experience includes four years with Pisenti & Brinker, CPAs, a prestigious regional Northern California Accounting and Advisory Firm, where he learned to integrate complex tax decisions with personal financial planning. This was followed by seven years with the Sonoma County Employees Retirement Association (SCERA), where he learned first-hand what it’s like to manage a $700 million Pension Trust. Mr. Taylor has spent the past fifteen years building his own CPA firm, Montgomery Taylor, CPA, and a separate investment management company, Montgomery Taylor and Company, LLC.

Mr. Taylor’s firm is independent and offers unbiased advice with a holistic approach to wealth management and prosperity. With his comprehensive experience in personal and institutional money management, tax planning, and investment decision-making, he has the unique ability to sort through all the conventional retirement planning wisdom and pick out the parts you can depend on.

To learn more about Montgomery Taylor visit or call (707) 576-8700.