What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.


Oral Roberts University
BA degree in Christian Education, Emphasis in Business Administration

CPFA Designation, Various Industry Designations

Background / Experience

Michael D. Taylor (Mike) has more than 37 years experience in the financial services industry. Throughout his career, he has been responsible for more than 100,000 people and their retirement plans for private sector, hospitals, governmental employers, and church-based plans around the US. Mike was formerly VPSales for MG Trust, a subsidiary of Matrix Financial Solutions, custodian for the assets of over 80,000 retirement plans. He now brings this experience to churches, faith- based organizations and other plan sponsors through Retirement Plan Consultants, LLC. He covers sales and delivery of retirement plans like Guardian Promise.

He is married to Debbie for 43 years now; the father of 3 adult children, and their 3 spouses, and the grandfather of 9. He is a man of faith; and enjoys golf, hunting, and fishing in his spare time.

Michael D. Taylor Taylor
Wealth Coach – Wealth Teams Alliance
15520 Rockfield Blvd, Suite G, Irvine, CA  92618
Phone. 503.706.9124


Where should we send your videos?


Looking for 

Retirement Advice?


Download free eBook with advice from experts