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dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

Sudáfrica
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
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. ... Lee más

Habilidades

d
dakotataylor523
Dakota Taylor
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Gestión de presupuesto personal
I will guide you through investment and portfolio fundamentals
DeUSD 40 / proyectoMás información
Asesoría de inversiones
I will a custom budget and debt sheet with investment literacy
DeUSD 20 / proyectoMás información

Porfolio

Experiencia laboral

Financial Advisor

Momentum Commercial Finance • Tiempo completo

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.