Mark Taylan
Mark Taylan
Founder - Financial Advisor
With over 24 years of experience guiding clients through turbulent and evolving markets, Mark Taylan is a retirement‑focused investment advisor and the Founder of Advisors 360. As a licensed fiduciary, he is legally and ethically obligated to put his clients’ best interests first, which is why he built Advisors 360 as a client‑selective firm for individuals and families who want deeply personalized, retirement‑centered planning rather than boilerplate strategies or product‑driven advice.
Licensed in securities, insurance, and real estate, Mark takes a truly multi‑discipline approach to planning, evaluating a full spectrum of tools—from investment portfolios and income strategies to protection solutions and property holdings—through one integrated lens. This breadth of licensing enables him to avoid being product‑centric and instead remain solution‑focused, selecting only the strategies that align with each client’s goals, risk tolerance, and family dynamics.
Mark also brings a multi‑generational perspective to his work, currently serving many families across their second and third generations and helping them coordinate wealth, values, and legacy over time. Drawing on decades of experience with major Wall Street firms, big banks, and independent advisory platforms, he believes no single institution or strategy has all the answers, which is why he integrates the best tools, technology, and planning disciplines to help clients design sustainable retirement income, protect their lifestyle, and navigate life’s most important transitions with clarity and confidence.
Accreditations/Certifications
- Successfully Passed:
- General Securities Series 7
- Uniform Investment Advisor Law Series 65
- Uniform Securities Agent State Law Exam Series 63
- General Securities Sales Supervisor Series 10
- CA Real Estate Broker License # 01743894
- CA NMLS License #1490132
- CA Department of Ins License # OD75136
- University of California at Santa Cruz
- Bachelors of Science: Information Systems Management
- Computer Science and Economics Blend
- College of Financial Planning: Charted Retirement Planning Counselor Designation