Damon Friedman

Damon Friedman
Director of Operations

Damon's career began before graduating from San Diego State University with a Bachelor of Science degree in Finance in 2001. In May 1998, he started as an Administrative Assistant with Rendina Companies, a leading developer of healthcare real estate facilities. At Rendina he applied his creativity and editing skills to promote their marketing brochures. Additionally his technical expertise was utilized to troubleshoot, maintain and support office systems including the creation of cost-tracking spreadsheets and managing clerical assignments for staff.

By September of 1999, Damon held the Office Manager position for Foster Walsh, LLP, an Estate Planning/Mergers and Acquisitions law firm in San Diego. There he performed all management bookkeeping, accounts payable/accounts receivable and billing responsibilities while preparing yearly budget and quarterly reviews. He maintained personnel files, calculated accrual and usage of employee PTO, and tracked income generated by the firm in addition to meeting with vendors and setting up new firm accounts. This was the inspiration for his interest in financial services and its client benefits.

In July 2000, Damon joined Taylor Financial Services as Director of Operations. His responsibilities include office management and compliance with industry regulations and marketing. He assists Chris Taylor with client financial planning, assessment of client investments and their appropriateness. He is also in charge of preparing quarterly reviews and the research of new investment opportunities for client portfolios.

Damon obtained his Certified Financial Planner™ certification along with graduating as a member of the Phi Kappa Phi Honor Society at San Diego State University in 2013 where he earned a Master of Science in Business Administration with an emphasis in financial and tax planning. He holds Series 7(FINRA General Securities Representative) and Series 66(NASAA Uniform Combined State Law Examination) Securities Licenses, as well as California Life, Accident and Health Insurance Licenses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.