Ella Taylor, CFP ®
As a CERTIFIED FINANCIAL PLANNER™ with extensive industry experience, Ella Taylor works directly with Robasciotti & Philipson clients as a Wealth Manager, leading the majority of the firm’s client meetings. She performs in-depth financial analysis and offers insightful advice to help clients to clarify, prioritize, and meet their financial and life goals.
Prior to joining Robasciotti & Philipson, Ella worked with a broad range of clients in both large and smaller firms, including Brighton Jones, LLC and Asti Financial. Ella was drawn to Robasciotti & Philipson because of the firm’s focus on supporting women in leading fulfilling lives and helping them make smart financial decisions that are realistic and aligned with their values. In addition to providing advice and analysis, she is particularly adept at offering clients education that is customized to fit their level of knowledge and interest. She is passionate about helping clients feel engaged with their money. Ella especially enjoys explaining how investments integrate with the overall financial picture and helping clients feel more comfortable with fluctuations in financial markets.
Since joining the firm in 2015, Ella has grown to develop many meaningful and lasting relationships with clients. In addition to providing expert advice, her commitment to client service is impeccable. Not only does she pride herself on creating a warm and welcoming environment for clients to talk about their finances, she regularly enjoys a meal with them outside of the office to build deeper connections and get feedback on their experience with the firm. Clients not only enjoy her outstanding taste in food and beverages, they express that they appreciate her genuine curiosity and interest in their lives.
A former pastry chef originally from New Mexico, Ella now lives in Oakland with her wife and volunteers to help survivors of domestic violence with their finances.