Jennifer M. Taylor, CPA, CDFA®
My name is Jennifer Taylor and I live in San Clemente, California with my husband and my two dogs. I am a Certified Public Accountant in the State of California and am also a Certified Divorce Financial Analyst® certified by the Institute for Divorce Financial Analysts. I attended California Polytechnic San Luis Obispo where I earned a Bachelor of Science in Business Administration with a Concentration in Accounting and a Minor in Economics. My professional experience includes starting my career within the Audit practice at KPMG, LLP., a Big 4 accounting firm, and spending the subsequent several years working in Finance & Business Development at a $2B consumer goods subsidiary of a Fortune 500 company headquartered here in Southern California. I have an extensive background in private and public company accounting & finance and spent several years directly involved with building and executing organic and inorganic growth strategies on a global scale.
My desire to work as a financial expert for individuals or couples that are considering, enduring or transitioning out of divorce arises from the point intersection between my professional skills within the field of finance and my own personal experience going through divorce. I also feel there's a significant opportunity to modernize and simplify the process as it's known today.
Even with the help of my finance background, when I myself was going through a divorce I felt a gap existed in simple, easy-to-understand resources to provide me with sound financial advice to make me feel comfortable I wasn't making financial decisions that would take a lifetime to recover from. For me personally, it was the decision whether to take the future financial risk to keep my home or not, but it could be a variety of unique issues.
After experiencing the challenges of the process first-hand, I left my corporate finance career to pursue my own business to ensure those who are navigating the negativity of divorce can have confidence, certainty and peace of mind regarding their financial future, which often times is a significant contributor to your overall outlook on life after divorce.
My goal is to simplify and demystify the financial-related matters of the process for individuals or couples so that they can directly control and influence their own outcome and begin a transition established upon a healthy financial foundation.
I look forward to working with you during this journey.