Taylor Leary, Cfp®, Cepa®

Taylor Leary, Cfp®, Cepa® Email and Phone Number

Comprehensive Wealth Management | Integrating Financial Planning & Investment Management Solutions | CERTIFIED FINANCIAL PLANNER® | Investment Manager | Financial Clarity | Business Exit Planning | Fiduciary @ Four Points Wealth Management
Taylor Leary, Cfp®, Cepa®'s Location
Denver Metropolitan Area, United States, United States
Taylor Leary, Cfp®, Cepa®'s Contact Details

Taylor Leary, Cfp®, Cepa® personal email

Taylor Leary, Cfp®, Cepa® phone numbers

About Taylor Leary, Cfp®, Cepa®

★ Comprehensive Wealth Management Integrating Financial Planning & Investment Management Solutions ★ √ Would you like to save time, increase the likelihood of success of financial outcomes & create financial clarity? At Four Points Wealth Management, we create tailor-made wealth management solutions for people who live active lifestyles & are driven by an adventurous spirit. Partnering with high-achieving professionals & inspired entrepreneurs who have the grit needed to achieve ambitious financial goals, the core problems we help you face are lack of financial clarity, poor financial & investment decisions & those who feel their balance sheet isn't what it should be, but they are too busy to manage it all. Your financial situation is complex and can cause significant stress and anxiety but managing doesn’t have to be. Save valuable time and reduce your stress by investing 15 minutes with a trusted professional to start your wealth building journey. ★ NEXT STEP ★ If you’d like to chat, please contact me at 303-9109751, taylor@fourpointswealth.comor schedule directly at https://calendly.com/fourpointswealth/intro For more information visit http://www.fourpointswealth.com/ ★ Outstanding Outcomes Include ★ √ Market Insight & Expertise. I advised a client to list their house 6 weeks before they were planning to list (Q1 2022) & they got over $200k more than list price. Just a few weeks later when interest rates jumped, similar homes sold for significantly less. √ Influence Behavior, Make Better Decisions & Create Solid Investment Strategies. During the Covid crash, several clients called me in a panic and wanted to sell. With my guidance & solid investment strategy they ended up with strong returns by years end. √ Financial Planning, Cash Flow Management, Investing. I’ve helped numerous clients save & invest thousands more each month by implementing a spending plan and strategy to create awareness around their spending & saving habits. This allowed them to create stronger emergency cash savings & invest more for longer term goals. ★ What Makes Me Different ★ Having spent my entire professional career in financial services, I have seen how misaligned corporate culture can directly impact client outcomes. My goal when founding Four Points Wealth was to work with clients, like you, to ensure you get to your financial destination with intention & purpose. ★ Specialties Include ★ Wealth Management, Financial Advisor, Investment Manager, Investing, Financial Planning, Fiduciary Financial Advisor

Taylor Leary, Cfp®, Cepa®'s Current Company Details
Four Points Wealth Management

Four Points Wealth Management

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Comprehensive Wealth Management | Integrating Financial Planning & Investment Management Solutions | CERTIFIED FINANCIAL PLANNER® | Investment Manager | Financial Clarity | Business Exit Planning | Fiduciary
Taylor Leary, Cfp®, Cepa® Work Experience Details
  • Four Points Wealth Management
    Owner | Providing Inspired Financial Solutions
    Four Points Wealth Management Nov 2020 - Present
    Your financial success begins by creating a strong relationship with Four Points Wealth Management using a two-pronged approach: financial planning and investment management. When you work with Four Points Wealth, you can choose to combine these two processes to get a comprehensive wealth management solution, or you can utilize these services on an a-la-carte basis. We’ll help guide you through all of the necessary steps on your financial journey.
  • Presidential Brokerage, Inc. - America'S Retirement Store
    Wealth Advisor
    Presidential Brokerage, Inc. - America'S Retirement Store Apr 2011 - Nov 2020
    Worked with retirees and pre-retirees to build well structured retirement plans. I created retirement income and investment solutions and helped clients through myriad decisions in retirement. Social Security, Medicare, long-term care, RMD planning, and taxes in retirement; I served my clients in nearly every financial facet they encountered during their retirement years.
  • Edward Jones Investments
    Financial Advisor
    Edward Jones Investments Sep 2009 - Feb 2011

Taylor Leary, Cfp®, Cepa® Skills

Investments Wealth Financial Planning Retirement Planning Iras Strategic Financial Planning Asset Allocation Retirement Financial Analysis Financial Modeling Fixed Annuities Mutual Funds Series 7 Life Insurance Public Speaking Microsoft Excel Alternative Investments 401k Aams College Savings Plans Tax Free Income Unit Investment Trusts Income For Life Tax Advantaged Investment Strategies Traditional Ira Sep Ira Multi Generational Wealth Transfer Strategic Planning Financial Advisory Estate Planning Graphics Presentations Wealth Accumulation Equities Leadership Bonds Finance

Taylor Leary, Cfp®, Cepa® Education Details

  • College For Financial Planning
    College For Financial Planning
    Cfp
  • University Of Colorado Boulder
    University Of Colorado Boulder
    Business
  • Griffith University
    Griffith University
    International Studies Program

Frequently Asked Questions about Taylor Leary, Cfp®, Cepa®

What company does Taylor Leary, Cfp®, Cepa® work for?

Taylor Leary, Cfp®, Cepa® works for Four Points Wealth Management

What is Taylor Leary, Cfp®, Cepa®'s role at the current company?

Taylor Leary, Cfp®, Cepa®'s current role is Comprehensive Wealth Management | Integrating Financial Planning & Investment Management Solutions | CERTIFIED FINANCIAL PLANNER® | Investment Manager | Financial Clarity | Business Exit Planning | Fiduciary.

What is Taylor Leary, Cfp®, Cepa®'s email address?

Taylor Leary, Cfp®, Cepa®'s email address is ta****@****ail.com

What is Taylor Leary, Cfp®, Cepa®'s direct phone number?

Taylor Leary, Cfp®, Cepa®'s direct phone number is +130369*****

What schools did Taylor Leary, Cfp®, Cepa® attend?

Taylor Leary, Cfp®, Cepa® attended College For Financial Planning, University Of Colorado Boulder, Griffith University.

What are some of Taylor Leary, Cfp®, Cepa®'s interests?

Taylor Leary, Cfp®, Cepa® has interest in Skiing, Rugby, Many Other Outdoor Activities, Motorcycles, Hockey, Mountain Biking, Golf.

What skills is Taylor Leary, Cfp®, Cepa® known for?

Taylor Leary, Cfp®, Cepa® has skills like Investments, Wealth, Financial Planning, Retirement Planning, Iras, Strategic Financial Planning, Asset Allocation, Retirement, Financial Analysis, Financial Modeling, Fixed Annuities, Mutual Funds.

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