Taylor Venanzi, CFP®

Financial Planner at Heights Financial Group and Founder of Activate Wealth

Taylor Venanzi is a dedicated Certified Financial Planner® (CFP®) with a wealth of experience helping high earners in their 30s and 40s navigate the complexities of financial planning. In 2019, he founded Activate Wealth, a financial advisory firm focused on providing comprehensive financial planning services to those younger clients seeking professional guidance in financial decision making during the earlier party of their financial journey.
With registrations including Series 7, Series 63, and Series 65, Taylor is well-equipped to address a wide range of financial needs. His passion lies in creating personalized strategies that help clients maximize their financial potential while helping ensure long-term security and growth.
In 2024, Taylor's firm, Activate Wealth, merged with Heights Financial Group, combining his subject matter expertise in financial planning with the resources and capabilities of a larger team. This merger enhances the firm’s ability to offer even more tailored, holistic financial solutions to their clients.
Originally from Collingswood, NJ, Taylor earned his degree in finance from Penn State University. He now resides in Audubon, NJ, with his wife, Carli. Outside of his professional life, Taylor enjoys spending time at the beach in Sea Isle, NJ, and playing golf at Riverton Country Club.
Through his personalized approach and commitment to his clients' success, Taylor remains focused on providing the financial clarity and direction needed to help individuals build and preserve wealth for the future.
Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through Activate Wealth LLC. Cetera is under separate ownership from any other named entity..