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dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

Südafrika
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
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. ... Mehr lesen

Kompetenzen

d
dakotataylor523
Dakota Taylor
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Persönliche Budgetverwaltung
I will guide you through investment and portfolio fundamentals
Ab40 $ / ProjektWeitere Details
Anlageberatung
I will a custom budget and debt sheet with investment literacy
Ab20 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Financial Advisor

Momentum Commercial Finance • Vollzeit

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.