DEBRA TAYLOR, CPA/PFS™️, JD, CDFA®️ is the Founder, Wealth Advisor and Lead Tax Planner of Taylor Financial Group, LLC, a full service, woman-owned wealth management firm located in Franklin Lakes, NJ.
Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.
Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA and is often quoted in national publications such as Barrons, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an on-line trade publication for financial planners. She has also hosted a weekly Radio Show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area.
Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis. Debra holds her Series 6, 7, 24, 63 and 72 securities registrations as well as her Life and Health Insurance licenses in the State of New Jersey.
Debra lives in Upper Saddle River, NJ with her husband, two dogs and cat. She is also the proud mother of three children. Debra enjoys time with her family, exercising, travel and reading.