Taylor Nakamura

Examiner
DISC Type : cs

Owner at Nakamura Financial | Wealth Management and Insurance Solutions

Honolulu, Hawaii, United States

Overview

Taylor Nakamura is the Owner and CEO of Nakamura Financial, specializing in wealth management. A University of Hawaii alumnus, he began his career at Northwestern Mutual, achieving a #1 national ranking in his first year. He holds Series 6 and 63 certifications and was recognized by Forbes as a Top Financial Services Professional.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Financial Planning
His social media content focuses on providing practical financial advice, covering topics like holiday budgeting and disciplined planning for wealth accumulation.
Advisor Development
Previously served as a Growth and Development Director, where he was responsible for setting strategy and mentoring newer financial advisors.
Tax Strategies
He actively shares content about year-end tax strategies, particularly for high-income earners and those with substantial wealth.

Media Appearances

Taylor has no verified media appearances

Work History

6-2025
Owner at Nakamura Financial | Wealth Management and Insurance Solutions
11-2020
Growth and Development Director at Northwestern Mutual
1-2016
Financial Advisor at Northwestern Mutual
1-2019 - 11-2020
College Unit Director at Northwestern Mutual
11-2014 - 1-2016
Informal Recreational Service Associate / Personal Trainer at University of Hawaii at Manoa Warrior Recreational Center

Education

2015 - 2017
Bachelor’s Degree from University of Hawaii at Manoa
8-2011 - 12-2013
Bachelor's degree from Occidental College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Honolulu, Hawaii, United States Job Level : Mid-senior Designation : Owner at Nakamura Financial | Wealth Management and Insurance Solutions
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Insights For Selling To Taylor

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Taylor is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Taylor

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Taylor move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Taylor take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Taylor

Personality Compatibility


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