Jordan Taylor
Independent Financial Advisor @Core Planning
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WORK HISTORY
Independent Financial Advisor @Core Planning
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
The American College of Financial Services
Professional Designation
Finance - Essential Church School
Advanced High School Diploma
The CFA Institute
Professional Designation
ABOUT JORDAN TAYLOR
Finance & Data Pro. 8+ years of experience in FP & A working with data, operations, policy,…
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