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

Additional Information

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. Our mission of “Smarter Starts. Accountable Journey’s. Fulfilling Outcomes” says it all.

NAPFA Start Date

October 31, 2019

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This Office

1430 Walnut St Ste 200 Philadelphia, PA 19102-4024 Phone: (215) 701-0606