Christopher Taylor

Birmingham, AL

Verified Identity

Core Planning

Years of Experience

5 years

Member Since

2022

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 q...

Clientele

New Investors

Real Estate Agents

Tech Employees

Women in Tech

Software Engineers

Services Provided

Investment Management

Tax Planning

Financial Planning

Advice-Only Financial Planning

Specialties and Expertise

Cash Flow Analysis

Debt Management

Philanthropic Planning and Giving

Tax Minimization Inv...

Portfolio Construction

Pricing Models

Flat FeeAUM

Education

Troy University

Bachelor of Science in Global Business & Management: Sorrell College of Business

Obtained in 2018

Disclosures and Proof of License

SEC Profile

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