The Kaneohe Business Group’s membership had an insightful question-n-answer session with guest speaker: Taylor Wong, Financial Advisor. Taylor gave an interactive presentation and discussion about money management and the realties of investing in retirement, income growth and, most importantly, protection of wealth. The membership had a valuable conversation on the details and realities of the world of investment. Also, thank you to Big City Diner, Windward Mall for another great full-scale catering of a multi-course luncheon and drinks.
Owning a business requires great passion, great execution, but most importantly, great planning. This is something that Taylor Wong knows well, not only because he has owned several businesses, but because his primary passion is seeing The Big Picture. He understands the day-to-day challenges of owning a business in Hawaii and he uses that knowledge to work with individuals and business owners to help create financial strategies for their success.
In 2011, Taylor joined WestPac Wealth Partners (formerly Wealth Strategy Partners) and was determined to help and guide his clients on the right financial path for them. His goal for clients is to help create a sense of financial well-being and to help alleviate the stresses of financial hardship. It was this goal that motivated him to become the youngest individual in the state of Hawaii to be designated as a Certified Exit Planner by the Business Enterprise Institute, INC. He is also currently Series 7, 66, and Life and Health licensed in Hawaii, California, Nevada, and Washington.
Besides continually absorbing as much knowledge as possible for himself and his clients, Taylor enjoys spending time with his beautiful wife Christina and two children, Kenzie and Kaleb.