Taylor Funke, NSSA® Advisor · Charlotte, NC
Taylor Funke
Financial Advisor, Blue Financial, Inc.
www.linkedin.com/in/taylor-funke-5a307b176
Professional Profile
Meet Taylor Funke, a dedicated Financial Advisor with Blue Financial, Inc. in North Carolina, where he brings clarity and confidence to families approaching retirement. With a passion for navigating meaningful financial decisions, Taylor emphasizes crafting personalized plans that align with each family’s unique goals and aspirations. His commitment to building lasting relationships ensures that his clients feel supported and informed every step of the way.
Taylor Funke has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Taylor holds a Bachelor of Science degree in Business Administration and Economics from Stevenson University, where he also excelled as a collegiate athlete. With Series 65, Series 63, and Series 6 securities licenses, along with a Life & Health Insurance license, he is well-equipped to provide comprehensive financial guidance. As a certified National Social Security Advisor (NSSA®), Taylor specializes in Social Security and retirement income planning, making him a reliable resource for those navigating the complexities of their retirement strategies.
Outside of his professional life, Taylor enjoys fishing, grilling, and exploring the picturesque Blue Ridge Mountains on weekend getaways. If you're looking for a knowledgeable and respected financial advisor who truly cares about your financial future, Taylor Funke is here to help you achieve your retirement dreams.
Disclosure
Investment Advisory services offered through Blue Wealth Inc., a SEC Registered Investment Adviser. Insurance services offered through Blue Financial, Inc. Blue Financial, Inc. and Blue Wealth Inc. are affiliated entities. Blue Financial is the DBA for Blue Wealth Inc. Securities cannot be purchased, sold, or traded via e-mail or voice message system. Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged and may be proprietary. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind.
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