Taylor Sohns

Taylor Sohns is Co-Founder of Lifegoal Investments and grew up in a one red-light, working-class town in Upstate New York and is a co-founder of LifeGoal Investments. After working a combined 25 years on Wall Street, creating investment portfolios for the richest families throughout the country, the brothers wondered who’s looking out for the people they grew up with. Eventually they became frustrated with Wall Street’s exclusive focus on the Ultra-Rich and broke away to create LifeGoal Investments to help the everyday American fulfill their American Dream.

Taylor Sohns and his team bring their background of Institutional Money Management to High-Net-Worth individuals and families at LifeGoal Wealth Advisors. After careers at some of the largest asset management firms on Wall Street, his team’s approach to investing and financial planning is vastly different than the average financial advisor- they manage assets like institutions manage assets. In addition to 12 years ‘on Wall Street’, Taylor brings 8 years of formal financial education to his conversations- an undergraduate and graduate degree in finance, a Certified Financial Planner (CFP®), and Certified Investment Management Analyst Designation (CIMA®).

Taylor Sohns also carries Wall Street experience having worked for Legg Mason, BlackRock iShares, Schroders London, and Hartford Funds.

Taylor Sohns earned a BA and MBA from Iona College, where he also played football.

Taylor is an Executive Advisory Board Member at the LaPenta School of Business:

The LaPenta School of Business at Iona University delivers on its promise to open doors to success as you develop into a highly skilled, global-minded entrepreneurial business leader with a strong ethical and social commitment. You will transform yourself through our high-value business education offered in undergraduate, graduate and certificate program options.