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dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

Sudafrica
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
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. ... Continua a leggere

Competenze

d
dakotataylor523
Dakota Taylor
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Gestione budget personale
I will guide you through investment and portfolio fundamentals
Consulenza per investimenti
I will a custom budget and debt sheet with investment literacy

Portfolio

Esperienza lavorativa

Financial Advisor

Momentum Commercial Finance • Full time

Jun 2026 - Present0 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.