Taylor Venanzi (CFP®)

Taylor Venanzi focuses in the
following client markets or areas of practice:

AUM

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

Born and raised just outside of Philadelphia in Collingswood, NJ, I attended Penn State University and obtained a bachelor’s degree in Finance. After gaining valuable experience at a local planning firm in New Jersey, it became clear to me that I wanted to venture out on my own and create a business that was tailored to a younger client. There is no shortage of financial decisions we face early in our careers.

"How much house can I afford?" "How do I properly invest in the market?" "Which debt should I pay down first?" "Do I need insurance for me and my family?" "How do I pay less in taxes?"

Why should we wait until retirement before we get access to professional advice? It doesn’t make any sense!

While many planners and firms set out to serve “Individuals, Families, and Small Business Owners”, I created Activate Wealth to work directly with Young Professionals. After realizing how under served this client demographic really was, I made it my mission to serve them effectively.

My goal is to help you start the wealth building process at a young age and build a lasting relationship as your financial partner.

Additional Information

Hello! I am so happy you found us in your search for a high quality financial planner. NAPFA is a great place to start your search and is full of excellent advisors who always have your best interest in mind. If you have any questions about our process or the solutions at Activate Wealth, please do not hesitate to fill out the contact form on this page or schedule a complimentary call directly on our website.

When I am not working on financial plans, you will likely find me exploring the city of Philadelphia, working on my golf game, spending time on the beach in southern New Jersey, or cheering on the Nittany Lions at Penn State in State College, PA!