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Keith Taylor, CHFC®, CLU®, RICP®, CExP®

Keith Taylor, CHFC®, CLU®, RICP®, CExP®

Financial Specialist

Money can be simple but is not always easy.  Especially when work, family, and life can demand so much time from each of us.  My passion is to help you learn how money really works, and how to take control of your financial world.       

Since 2000, I have worked with individuals, families, and small businesses to help them understand the impacts of their financial choices, and to increase their confidence in each financial decision. By creating comprehensive financial strategies, we create a framework through which each decision is made.  This allows us to stay focused, accountable, and on path towards your financial success.  These plans may include a coordination of your investments, insurance, real estate as well as improving cash flow.

I voraciously read about and study Behavioral Finance, which I consider to be the “Psychology of Money”.  We all know we should be saving more and spending less.  Yet our emotions tend to shape our decision making and emotionally based choices are not always in our best interest.  I provide you with a logical game plan to help solve financial challenges but more importantly, to find balance while enjoying life.    

By compliance standards, I am a Financial Professional. Although my clients and friends have referred to as a coach, business owner, Personal CFO, connector and sometimes even a counselor. 

Ever since high school I've been an avid fitness enthusiast and love playing sports.  While I used to play competitive racquetball for 30 years, more recently I can be found playing pickleball or at the gym.  I love to travel and am still trying to learn Spanish and the guitar.  I live in Charlotte, NC with my wife Stephanie and we have two children.  


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0G13915.