Highlights
About Taylor Sohns MBA, CIMA®, CFP®
Taylor Sohns is the Co-Founder at LifeGoal Wealth Advisors. He received his MBA in Finance. He currently has his Certified Investment Management Analyst (CIMA) and a Certified Financial Planner (CFP). Taylor has spent decades on Wall Street helping create wealth.Experience
Taylor Sohns started LifeGoal Wealth Advisors and took 3 ETF's live on Wall Street. Before starting LifeGoal Wealth Advisors, Taylor Sohns worked for 10 years at Legg Mason Investor Services where he customized investment recommendations based on the unique needs of each of their clients.Education
Taylor Sohns graduated from Iona University with an MBA in Finance in 2012. Prior he graduated from Iona University with an Bachelors in Finance. Executive Advisory Board Member for Iona University LaPenta School of BusinessIona since 2022.Expertise
Took several ETFs live on The New York Stock Exchange. Homeowner Investment ETF (Ticker: HOM), Children Investment ETF (CHLD), Vacation Investment ETF (SUNY), LifeGoal General Conservative Investment ETF (SAVN) and LifeGoal Wealth Builder ETF (WLTH)Certifications
Certified Financial Planner (CFP) Professional from the CFP Board that was Issued Oct 2020 - Credential ID 24526320. Certified Investment Management Analyst (CIMA) in Investments & Wealth Institute that was Issued May 2019.
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