Corporate Bios

Biography

Fred Taylor is a wealth coach, founder and President of Professional Associates Wealth Coaching, Inc. located in Marietta, GA.

A navy veteran, he attended and graduated from Upsala College where he was the first recipient of the scholar/internship program offered by Northwestern Mutual Life Insurance Company. Upon graduation, he began his career with Home Life of NY. Subsequently, he worked with former Congressman Eugene Keogh and with the Medical and Dental Associations in the New York and New Jersey metropolitan area providing endorsed Retirement Plans to their members. He then spent five years with Wall Street firms prior to relocating to Atlanta in 1973

In 1975, he formed Professional Associates of Atlanta, the predecessor to his present firm. During this period, Fred was responsible for creating the first endorsed financial planning program for a professional association. Concurrently, he was an early member and proponent of the financial planning and Certified Financial Planner movement. He has earned the professional designations: Chartered Life Underwriter (CLU) in 1975, Certified Financial Planner (CFP®) in 1978 and Accredited Investment Fiduciary (AIF®) in 2005. He is a member of the Society of Financial Service Professionals and the Financial Planning Association. In 2010, 2011, 2012 & 2013, he was chosen as one of Atlanta Magazine’sFive Star Wealth Advisors.”

As an active speaker, lecturer and writer, Fred has spoken and taught at numerous national and international professional conferences, symposiums and civic events as well as having authored several published articles. He has appeared on programs with such notables as former President Gerald Ford, Former Israeli Foreign Minister Abba Eban, and noted investment icons such as Sir John Templeton and Phillip Carret. He has been profiled in Business Atlanta and has been a regular guest on WRNG & WSB radio in Atlanta. As a coach to his clients, he considers most rewarding, the time that he spends teaching, lecturing and mentoring. He teaches the “Investor Education Seminar” series, a four year, quarterly program for investors as well as a monthly class: “Separating Investment Myths From Truths.” Additionally, he also conducts periodic “Investor Boot Camps” for individuals and group entities.

An avid sportsman, Fred is an active scuba diver and tennis player and holds a National and two Southern Sectional Championships as well as several state and local titles. He currently resides, with his family, in Marietta, GA.

Books:    The Lies My Broker Taught Me and 101 Truths About Investing. Co-authored  with  Mark Matson.

                The Perceptive Investor’s Manual

White Paper: Free Market Investing – A Winning Investment Philosophy

Films:                 Navigating The Fog of Investing. Jointly, with Abundance Technologies and McGriff Productions

TV                Contributor & Executive Associate: 2012 Public Broadcasting “special:” Mark Matson’s Main Street Money