Paladin Research Report For:

Dhillon Taylor

Secura Financial Planning & Wealth Management

333 City Blvd W Suite 2050
Orange, CA 92868
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About Dhillon Taylor

Our mission is to help our clients and their families attain their personal financial goals. We do this by providing investment guidance, emotional support during periods of market volatility and asset management strategies designed to help you reach your financial goals.

We offer our clients comprehensive fee-based financial planning, and we strive to provide you with individualized service based on the following core values:

To retain the confidence and trust of our clients through our commitment to honesty and integrity

To consistently demonstrate our declaration to professionalism and excellence in everything we do

To communicate a sincere, caring attitude toward every client

To place our clients' financial well-being above our own

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General Information


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelor of Science - Finance
  • California State University Long Beach
    2015 -2017


Securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC or Crown Capital Securities, L.P. (CCS). Secura Financial Planning & Wealth Management and CCS are unaffiliated entities.

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