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dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

Afrique du Sud
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
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. ... Plus d’infos

Compétences

d
dakotataylor523
Dakota Taylor
hors ligne • 

Voir mes services

Gestion du budget personnel
I will guide you through investment and portfolio fundamentals
De40 $US / projetPlus de détails
Conseil en investissement
I will give a custom budget and debt sheet with investment literacy
De20 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Financial Advisor

Momentum Commercial Finance • Temps plein

Jun 2026 - Present • 5 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.