d
dakotataylor523

Dakota Taylor

@dakotataylor523

Helping people understand investments, markets, and wealth management

South Africa
English
About me
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. ... Read more

Skills

d
dakotataylor523
Dakota Taylor
Offline • 
Average response time: 1 hour

See my services

Personal Budget Management
I will guide you through investment and portfolio fundamentals
From$40 / projectMore details
Investments Advisory
I will a custom budget and debt sheet with investment literacy
From$20 / projectMore details

Portfolio

Work experience

Financial Advisor

Momentum Commercial Finance • Full-time

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.