Our Team

Taylor Welz, CPA/PFS, CFP®
Senior Advisor

Taylor joined Litman Gregory in 2019. Taylor has over 25 years of experience in the investment industry working with retirees, retirement plans, business owners, and highly compensated employees of closely-held businesses. Prior to LGAM, Taylor was the President and Chief Compliance Officer of Welz Financial Services, Inc. and prior to that he founded the Investment Advisory Services Department at Bowman & Company, LLP.

Specialties

  • Retirement Planning
  • Tax Planning
  • Legacy Planning

Achievements & Credentials

  • California State University Sacramento (B.S., Accounting)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Personal Financial Specialist (PFS)

Personal Obsessions

  • Baseball, softball, track and field
  • Helping young adults with financial/investment issues
  • Spending time with my children and grandchildren

Contact

Taylor.Welz@lgam.com | Connect on LinkedIn

Let's discuss your financial plan.