Jordan Taylor
Data Analyst & Financial Planner
- Role
- Independent Financial Advisor at Core Planning
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Jordan Taylor
Finance & Data Pro. 8+ years of experience in FP & A working with data, operations, policy,…
Experience
Independent Financial Advisor
Dec 2022 — Present · Birmingham, AL, US
I make complex personal finance decisions incredibly simple by doing three things.I give clear & actionable advice. I walk you through the financial planning process, specific to your situation. I provide straightforward education, so you walk away empowered.No products. No sales. No quotas. Just financial advice.
Education
Troy University
Bachelor’s Degree
The American College of Financial Services
Professional Designation
2020
The American College of Financial Services
Professional Designation
2020
Finance - Essential Church School
Advanced High School Diploma
The CFA Institute
Professional Designation
2021
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