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 one of the youngest individuals 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 & 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 three children, Kenzie and Kaleb, and Stella Rae.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0I79525. | 2023-164200 Exp 11/25