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Frank Taylor

Owner at Franklin J. Taylor Insurance & Financial Services
Intro Book
Frank Taylor is a seasoned financial expert with 40 years of experience, holding a Master's in Business Administration from USC Marshall School of Business, offering a range of services including insurance, retirement, and estate planning.
  • Claim this Profile
Location
Los Angeles, California, United States, US
Skills
  • Long Term Care
  • Disability Insurance
  • Estate Planning
  • Retirement
  • Insurance
  • Show all
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Bio

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Frank Taylor is a seasoned financial professional with over 40 years of experience in the industry. He is a licensed insurance agent and financial advisor, offering solutions for business owners, executives, and individuals in areas such as long-term care, retirement, and estate planning. Taylor holds a Master's degree in Business Administration from the USC Marshall School of Business, and a Bachelor's degree in Business Administration from the same institution. He has a strong background in financial planning, insurance, and securities, with expertise in areas such as long-term care insurance, disability insurance, and retirement planning. Currently based in Sherman Oaks, California, Taylor provides personalized services to clients across the Los Angeles area, leveraging his extensive experience and industry designations to deliver tailored solutions for their unique needs.

Credentials

  • Certified Family Business Specialist
    The American College
    Jan, 2002
    - Apr, 2026
  • Certified in Long Term Care (CLTC)
    Corporation for Long Term Care
    Jan, 1997
    - Apr, 2026
  • Accredited Estate Planner (AEP)
    The American College
    Jan, 1990
    - Apr, 2026
  • Chartered Financial Consultant (ChFC)
    The American College
    Jan, 1988
    - Apr, 2026
  • Chartered Life Underwriter (CLU)
    The American College
    Jan, 1987
    - Apr, 2026

Experience

  • Franklin J. Taylor Insurance & Financial Services
    • Sherman Oaks, CA
    • Owner
      • Jan 1984 - Present
      • Sherman Oaks, CA

      We provide solutions for business owners, executives and individuals in their business and /or personal planning regarding protecting their family, business, retirement or estate planning. All under "one roof", we do individual and group insurance and have specialist designations in life insurance, disability insurance, long term care, retirement and estate planning. Our clients have peace of mind, feel secure and protected knowing that they need to make only one call to take care or some or all of these needs.I am licensed to sell insurance in : NV, NC, TX,, CA Insurance License Number 0593357 and securities in : CA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: OSJ 1045 W. Huntington Drive, Arcadia, CA 91007. Tel.: (626) 639-1900

Education

  • 1974 - 1975
    USC Marshall School of Business
    Masters, Business Administration
  • 1970 - 1974
    USC Marshall School of Business
    BS, Business Administration

Suggested Services

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Industry Focus. “Financial Services.”

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