Broker Check

David R. Bretz, CFP®
3131 Camino Del Rio N., Suite 380
San Diego, CA 92108

(619) 878-1577

Laura A. Taylor

Laura, our Paraplanner, joined the team in 2014. She is responsible for assisting with meeting preparation, preparing financial plans, and conducting research. She has been a great addition to our team.

Before joining us, Laura was on active duty in the U.S. Navy. After her enlistment, she continued in the same field, as a government contractor, while she worked on completing her degree. Laura graduated from San Diego State University in 2015 with a Bachelor of Science degree in Finance.

On a personal note, Laura and her husband live in eastern San Diego County, where they are devoted parents to their young son, Jaden, and their dog, Tasha. They love taking family outings to the beach, attending baseball games (go Padres!), and trying out new restaurants.