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Christopher Taylor | Financial Advisor

Profile img for Christopher Taylor, financial advisor at Core Planning
Birmingham, AL
Christopher Taylor
Financial Advisor
Core Planning

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I grew up in the house of a math teacher & financial advisor, and I understand that most people don't wake up excited to "manage their finances". You have questions about your money, investments, & finances. Having an answer is exciting. The sooner, the better. For me, discovering answers to your questions is the fun part. Understanding how you think about money, what your goals really mean to you, & empowering you to automate & simply your financial life...those things are exciting. And I'd love to share them with you. I also enjoy the deep relationship my clients have with me. I'm a BSA Eagle Scout, avid outdoorsman, landscape photographer, & a semi-professional musician. My wife and I love exploring our city, finding good food, & doing arts & crafts. My dream is for us to do EVERYTHING we want without WORRYING about what we need. I'm sure you share that same feeling. You're not alone!
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Specialties and Expertise

5
Cash Flow Analysis
Debt Management
Philanthropic Planning and Giving
Tax Minimization Investment Strategies
Portfolio Construction

Clientele

5
New Investors
Real Estate Agents
Tech Employees
Women in Tech
Software Engineers

Education

1
Troy UniversityBachelor of Science in Global Business & Management: Sorrell College of BusinessYear Obtained: 2018
Quick Facts About Christopher
Years of Experience:5 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Advice-Only Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Birmingham, AL
Christopher Taylor
Financial Advisor
Core Planning
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