About

Shaun is a subject matter expert on presenting workshops on the fundamentals of effective financial strategies for all. He has presented worldwide about  how to narrow the Retirement Gap and how to properly create Generational Wealth for Black and Hispanic pre retirees and retirees. Over the past 4 years Mr. Taylor has worked with major corporations across the United States providing financial literacy educational workshops. Mr. Taylor's mission is to educate and empower people to help them better understand how to build wealth using tall available investments especially their 401(K) properly.

Mr. Taylor has 18 years in the Investment industry. He holds a Bachelor of Arts degree in liberal arts studies from Harvard University in Cambridge, MA.  He is a Registered Investment Advisor representative and holds his CRPC® Chartered Retirement Planning Consultant certificate. He also has his Texas insurance license. He is an avid golfer 

Schedule your 401(K) session

Calendar Link: https://calendly.com/taylorwilliamsprivatewealth5/401k-retirement-1-on-1-consultation


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