Stephen  Taylor,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Taylor, CFP®

JD,

Stephen A. Taylor Wealth Management

1666 79th StreetCauseway, Suite 501
North Bay Village, FL 33141
FINANCIAL ADVISOR'S WEBSITE
(305) 722-0091 CONNECT WITH Stephen
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General

Stephen Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stephen A. Taylor Wealth Management in North Bay Village, FL and the surrounding communities.

Financial Advisor Overview

Your Financial Life Made Simple. We focus on Financial Planning and Investment management.

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Financial Advisor Experience

I am an attorney licensed in Florida for over 20 years who is formerly Florida Bar Board Certified in Elder Law and continue my Estate Planning. I have been a CFP for over 17 years. I have worked as a lawyer and CFP with business owners and self employed entrepreneurs at all stages of their business cycles.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Variable annuities: Florida

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Stephen A. Taylor Wealth Management, LLC is a State of Florida Registered Investment Advisor.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Business Taxes, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Insurance, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources