Taylor Kishfy
Investment adviser representative at Viable
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$214.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- ViableJul 2025 to now
- Viable Planning, LLCJul 2025 to now
- Bgs Capital ManagementMar 2021 to Jul 2025
- Cetera Financal Specialists LLCMar 2021 to Jul 2025
- Cetera Investment Advisers LLCMar 2021 to Jul 2025
- MassmutualJun 2020 to Mar 2021
- MML Investors ServicesJun 2020 to Mar 2021
- UnemployedOct 2019 to Jun 2020
- Allied Power LLCJan 2018 to Sep 2018
- North Jersey Country ClubJun 2017 to Oct 2022
- Thunder MountainJul 2014 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Viable
Legal name: Viable Planning, LLC
$214.2MAssets managed
206Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7269491
- Firm CRD
- 322140