SAM TAYLOR

CLIENT SERVICE SPECIALIST

Sam Taylor is a Client Service Specialist at Parkshore Wealth Management, where he plays a hands-on role in supporting both clients and advisors. From scheduling appointments to processing paperwork, he helps keep things running smoothly behind the scenes. He also provides paraplanning, carrying out tasks to implement clients’ financial plans. Sam is working toward his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and recently completed the exam portion, marking a key milestone on his path to becoming an advisor.

After graduating from Brigham Young University–Idaho in 2023, Sam joined Parkshore with a deep appreciation for both the numbers and the people they support. He understands that financial conversations can feel overwhelming, which makes the trust that clients place in the team all the more meaningful. For Sam, seeing clients gain clarity and achieve their goals is one of the most rewarding parts of the job.

Outside the office, Sam enjoys mountain biking, playing the piano, and tossing a Frisbee around. But with three young sons at home, much of his “spare” time is spent on trampolines, diaper duty, and house projects (accompanied by several little helpers). He and his wife, Jessica, live in Newcastle, California, and look forward to family nights at Taylors in Loomis for burgers, fries, and milkshakes. His favorite book? The Dr. Seuss classic, “Oh, the Places You’ll Go!”

Education and Certifications

• B.S. in Business Finance, Minors in Financial Planning and Communications, Brigham Young University–Idaho

Contact SAM

Phone: (916) 797-3007
Email: sam@parkshorewealth.com