Education

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
mike@wealth-teams.com
www.wealth-teams.com

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.