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dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

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Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
A lot of successful people don’t struggle with making money, they struggle with understanding the investment side if it. Between complex terminology, fast moving markets, and endless opinions online, it can feel like you either need to read 20 books a day or have a finance degree just to keep up. Through structured, one-on-one educational sessions, I help you build a clear, practical understanding of investments, financial markets, and wealth concepts in a way that actually makes sense. The focus is purely educational, helping you feel confident, informed, and capable in investments. ... Lees meer

Skills

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dakotataylor523
Dakota Taylor
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Beheer van persoonlijk budget
I will guide you through investment and portfolio fundamentals
VanafUS$ 40 / projectMeer informatie
Advies over investeringen
I will a custom budget and debt sheet with investment literacy
VanafUS$ 20 / projectMeer informatie

Portfolio

Werkervaring

Financial Advisor

Momentum Commercial Finance • Fulltime

Jun 2026 - Present • 0 mos

Internship at Consult Momentum • Over $2 billion in AUA • Over $65 Million in STI Portfolio Risk and Investment Company with over 300 office locations.