Taylor S. Venanzi, CFP^®

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.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Stocks & Bonds, Starting a Family, Personal Taxes