Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Having a Baby
- International and Cross-border Planning
- Investment Management
- LGBTQ Couples
- Retirement Planning
- Taxes
- Travel
About Taylor Bell, ECA
Hey there! My name is Taylor Bell. I’m the founder and CEO of Aequitas Financial, a financial planning firm made by and for members of the LGBTQ+ community.
For the past several years, I’ve been working as a financial planner in Salt Lake City, specializing in equity compensation and LGBTQ+ financial planning needs.
When I am not meeting with clients, you will find me traveling and spending time outdoors with my hubby, Chance, and our two energetic husky pups, Fen and Ezra. While home was Salt Lake City, we recently relocated to sunny Los Angeles, California, summer 2024.
At the risk of stating the obvious, Aequitas Financial is a deeply personal project.
While working at my day job, it seemed like I was either biting my tongue in response to off-color comments or hiding my personal life for fear of losing clients. Years of tiptoeing around the conservative financial services industry had me feeling weary, and I knew I needed to make a change.
This change came in the form of Aequitas Financial and a goal to create a movement to not only help all LGBTQ+ people with financial success but overall life quality. Professional Designations
- Candidate for CFP® certification
- Equity Compensation Associate (ECA)
Affiliations
- Fee Only Network
- Global Financial Planning Institute
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Culver City, CA
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Your introductory call with Aequitas Financial is a confidential, zero-pressure conversation focused entirely on you. We'll discuss your current financial anxieties, fears, and the biggest questions keeping you up at night. We'll explore how working with a fee-only fiduciary advisor can provide clarity and a structured path to build a strategy that directly addresses these concerns and provides long-term peace of mind. Offers Investment Management
Yes
About Aequitas Financial
Aequitas Financial is on a mission to revolutionize the financial landscape, offering a safe and inclusive space where the LGBTQ+ community can receive personalized, judgment-free financial advice tailored to our unique needs.
Are you as fed up as I am, watching our community’s money needs go unnoticed?
For example, did you know that compared to heterosexuals, LGBTQ+ people…
✔️ Earn less (about 90 cents for every dollar)
✔️ Have 16% more student loan and credit card debt
✔️ Save less - 51% have less than $5,000 in savings and 20% have no savings at all
✔️ Are less likely to be homeowners
✔️ Have lower credit scores
✔️ Incur huge bills as a result of IVF, surrogacy, adoption, and gender-affirming care
Given these additional challenges, it makes sense that twice as many LGBTQ+ people (compared to non-LGBTQ+ people) report feeling anxious, overwhelmed, and depressed about their finances.
That’s bleak as it is, but it’s even worse when you consider the fact that 55% of LGBTQ+ Americans have faced discrimination by someone in the financial services industry (that percentage goes up to 74% amongst transgender folx).
It doesn’t have to be like this.
Click the 'Book Intro Call' button above and let's talk. Education
Utah Valley University, Bachelor's Degree, Personal Financial Planning, Minor, Business Administration
Hobbies and Interests
- Family
- Hiking
- Pickleball
- Sports
- Traveling
- Volunteering
- Wine
Who We Serve
- Americans Living Abroad
- College Graduates
- Content Creators
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Gen X
- Gen Y / Millennials
- LGBTQ
- LGBTQ Couples
- Remote Workers
- Travel Lovers
- Young Families