Cameron Taylor

Layton, UT

Verified Identity

Finance Specialist at

Allegis Financial Partners

Years of Experience

3 years

Average Client Size

$250,000

Member Since

2026

Allow Me to Introduce Myself

I help individuals and families make confident financial decisions by providing personalized guidance around investing, retirement planning, and long-term wealth strategy. At Allegis Financial Partners, I work closely with clients to build and manage financial plans that align with their goals, val...

One thing I want my clients to know about me is...

My approach is relationship-driven and education-focused; I believe people make better financial decisions when they clearly understand their options and have a long-term plan in place.

Clientele

Retirees

Tech Sales

Startup Employees

Dentists

Entrepreneurs

Nurses

High Net Worth Individuals

Attorneys & Paralegals

Services Provided

Investment Management

Tax Planning

Retirement Planning

Financial Planning

Specialties and Expertise

Tax Minimization Inv...

Wealth Accumulation ...

Portfolio Construction

Retirement Income

Succession Planning

Commission-Based Income Planning

Business Ownership Strategies

High Net Worth Planning

Pricing Models

AUM

Education

Utah State University, Logan

Bachelors in Finance, and Bachelors in Accounting

Obtained in 2026

Advisor Links

Disclosures and Proof of License

SEC Profile

FINRA BrokerCheck

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Profile Last Updated: September 9, 2026