Unclaimed Profile

Sally Ann Taylor

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC·IRVINE, California

Series 6520 years registeredCARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

19200 VON KARMAN AVENUE,, IRVINE, CA 92612CRD# 4935024Firm CRD# 316266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sally Ann Taylor · IRVINE, CA

Registration

CRD #4935024 · CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CARDINAL POINT WEALTH MANAGEMENT

Mar 2020 – present

CARDINAL POINT WEALTH MANAGEMENT

Dec 2021 – Oct 2022

Phoenix, AZ

CARDINAL POINT WEALTH MANAGEMENT, LLC

Mar 2020 – Nov 2021

Phoenix, AZ

KEATSCONNELLY

Feb 2009 – Jan 2020

PHOENIX, AZ

CROSS BORDER TAX & ACCOUNTING, LLC

Mar 2008 – Oct 2011

PHOENIX, AZ

KEATS CONNELLY AND ASSOCIATES INC.

Oct 2007 – Jun 2010

PHOENIX, AZ

CLANCO MANAGEMENT CORP.

Dec 2005 – Mar 2008

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 12, 2005

Years registered · 20

Disclosure History

2007Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

CRD 316266 · SEC 801-122341

AUM

$642M

Regulatory assets under management

Employees

802 client accounts

Services offered by CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Sally Ann Taylor offer?

Sally Ann Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Sally Ann Taylor's credentials?

Sally Ann Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sally Ann Taylor located?

Sally Ann Taylor is based in IRVINE, California, working with CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Sally Ann Taylor charge for services?

Sally Ann Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC?

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC has approximately 27 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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