Robert Taylor, CFS®, AIF®

Sr. Wealth Manager

📞 (916) 643-1400 x 204
📠 (916) 643-2211
✉️ bobt@myfnwa.net

For Bob Taylor, assisting people in making the most of their financial resources is a rewarding proposition. Bob actually enjoys coaching his clients through the myriad of wealth management issues and financial planning details.

A financial planner with the Sacramento office of Financial Network Wealth Advisors, his office employs a comprehensive, team managed approach to wealth management. His role is assisting clients in making informed decisions about their retirement plans, investment portfolios, and financial legacy issues. The end result is to employ a team of professionals that provide clients greater financial independence.

Insurance Specialist

📞 (916) 643-1400 x 209
✉️ andrewt@myfnwa.net

As the Insurance Specialist, Drew works a lot of the time behind the scenes on everything insurance related and new investments. Drew works very closely with Bob when it comes to any new investments and research for clients. Drew, recently graduated from Sacramento state in 2023 and will be obtaining my series 7 and series 66 registrations later this year.

Vice President of Client Relations

📞 (916) 643-1400 x 206
✉️ minap@myfnwa.net

Mina Patel was introduced to the securities industry in 1988. Most of her experience comes from her working in offices where she managed various financial advisors’ practices. Currently, as VP of Client Relations Manager for Robert Taylor, one of the things she enjoys is overseeing the service department and ensuring that every request is appropriately completed. Mina helps keep the office in compliance with various policies and regulations. Mina is also responsible for scheduling and preparing for any portfolio review appointments.

Client Relations Associate

📞 (916) 643-1400 x 200
✉️ ashleys@myfnwa.net

As the Client Relations Associate and administrative assistant at Financial Network, Ashley is the first point of contact when clients call, email, or come into the office. She is responsible for the day-to-day activities to ensure a smooth-running office. For most of her free time, Ashley likes to spend time with her family.