Ella Taylor, CFP®, ADPA® Ella Financial Advising
- 5237 College Avenue, Oakland, CA 94618-1414
- (510) 324-9487
About Ella Taylor, CFP®, ADPA®, CPCC
A few key facts…
– I love being outdoors, hiking, canoeing, taking long walks and exploring Oakland and San Francisco, among others
– I love spending time with friends and family, especially when we eat and drink
– I love reading
– I volunteer to help survivors of domestic violence rebuild their finances
– As mentioned, I love to bake and cook, trying new recipes and going creatively rogue in the kitchen – and I mean rogue!
My passion is making financial planning an approachable and enjoyable experience.
I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them.
Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours!
I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
- Financial Coaching
- Women's Finance
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly Fee: $415+/mo
- Assets Under Management: 1.00%