Taunya Abaya (CFP®)

Taunya Abaya focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

Working Women Women Business owners Empty Nesters Retirement Millennials

Additional Information

Taunya Abaya is highly credentialed with a CFP® certification, Series 65 License, and Personal Financial Planning Certification from Old Dominion University. She also holds a Master's Degree in Education which allows her to work effectively and with clients. Taunya has been a stay-at-home mom, teacher, and business owner. She understands the intricacies of finance, as well as, the disadvantages women have dealing with their finances throughout their lives. Taunya is passionate about creating wealth for women so that they can live out their dreams both now and in the future!

NAPFA Start Date

June 13, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1 Seneca St, Suite 2905 Buffalo, NY 14203 Phone: (716) 345-0110