Daniel Taylor CFP®, CLU®, ChFC®, RICP®
Daniel is a Certified Financial Planner™ (CFP®) with more than 15 years of experience in personal financial planning, investment management, and insurance. He specializes in proven strategies that help clients build, protect, and transfer wealth with confidence.
In addition to the CFP® designation, he has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®) designations. This combination of advanced credentials reflects expertise in insurance, holistic financial strategy, and retirement income planning. Daniel also has extensive experience working with closely held businesses and their management teams.
Daniel resides in Canton, Georgia, with his wife, Heather, and their three children. The family has 3 dogs, 2 mini sheep, a pony, and a mini donkey. They enjoy golf, pickleball, camping, and traveling all over to horse shows.