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Dakota Taylor
@dakotataylor523
Helping people understand investments, markets, and wealth management
África do Sul
Inglês
Sobre mim
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.
Habilidades
Dakota Taylor
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Gestão de Orçamento Pessoal
I will guide you through investment and portfolio fundamentals
Consultoria de Investimentos
I will a custom budget and debt sheet with investment literacy
Portfólio
Experiência profissional
Financial Advisor
Momentum Commercial Finance • Período integral
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.
