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Taylor Sohns, MBA, CIMA®, CFP®

Certifications:

  • University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®.

  • Northwestern University, Kellogg- Certified Financial Planner, CFP®.

Education: Iona University (BA & MBA, Finance, Magna Cum Laude).

Work History:

  • Over a decade ‘on Wall Street, inside the Machine’
  • Firms: Legg Mason, Lord Abbett, Franklin Templeton.
Personal Life

Early Days: Taylor grew up with modest roots in a one red light town in Upstate NY. He’s from a large extended family where sports, music, and community were everything. Taylor’s mother was a statistics professor- so the emphasis on numbers and analysis was instilled at a very young age.

Now: Taylor has an awesome wife, two daughters, a son, and a dog named Cuse. He and his family spend their weekends outdoors playing sports and listening to music with friends and family. 

Fun Fact: Taylor’s first job as a kid was picking blueberries on the family farm- at the ripe old age of 7 years old.

Giving Back: Taylor and his two siblings sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.

9 Hampstead Place #101, Saratoga Springs, NY 12866
607-434-0742
[email protected]
Disclosures Form CRS
LifeGoal Investments LLC (LGI) is an investment advisor registered with New York State.  This website does not represent an offer of or solicitation for advisory services in any state/jurisdiction of the U.S. or any other country where LGI is not registered, notice filed, or exempt.  LGI provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions. LGI is not a broker-dealer and does not offer tax or legal advice. 
Advisory services are offered through LifeGoal Investments, an Investment Advisor in the State of New York. LifeGoal Investments is not affiliated with or endorsed by the Social Security Administration or any government agency. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.  Investing in foreign stocks markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of LifeGoal Investments should not be regarded as personalized investment advice or a reflection of the performance of LifeGoal Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of the market conditions. Rather it is intended to illustrate a point.  Current and future markets may differ significantly from those illustrated here. Not all past forecasts were, nor future forecasts may be accurate as those predicted herein.