What happens when an athlete-turned-coach discovers his true calling isn’t on the field, but in helping people design meaningful financial lives? Taylor opens up about the pivotal moments and lessons that shaped his approach to wealth, purpose, and planning.

In this inaugural episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, founder of Pleasant Street Wealth Advisors, shares the story behind his journey from athlete and coach to financial advisor and founder of Pleasant Street Wealth Advisors. Taylor opens up about the lessons he carried from sports into business, including discipline, process, and the drive to keep improving, and how those same principles shape the way he helps clients align their wealth with their values.

Listeners will hear why Taylor believes true success is about freedom, purpose, and alignment, not just financial results. He also introduces the firm’s Strategic Wealth Operating System, a holistic framework that integrates wealth management, tax strategy, and life coaching to help entrepreneurs and high achievers design a life they love.

Taylor discusses:

• His journey from athlete and coach to financial advisor and firm founder.
• The discipline, process, and mindset from sports that shape his approach to advising.
• Why he built Pleasant Street Wealth Advisors and the importance of tax-integrated planning.
• How the Strategic Wealth Operating System aligns wealth, values, and life design.
• His philosophy on investing, success, and living a purpose-driven life.
• And more!

Resources:

• Strategic Wealth Scorecard (2-minute assessment): Strategic Wealth Score Card

Connect with Taylor Nissi:

• Pleasant Street Wealth Advisors
• LinkedIn: Taylor Nissi CFP®, CEPA
• Book some time with Taylor (Book 20 Minute Strategy Call)

About Taylor Nissi:

Taylor A. Nissi, CFP® CEPA, is a founder of Pleasant Street Wealth Advisors. As a Certified Financial Planner, Taylor provides high-impact financial advice and guidance to individuals, businesses, and families. Taylor also holds the Certified Exit Planning Advisor designation. As a Certified Exit Planning Advisor, Taylor works with business owners of all stages to help them build valuable transferrable businesses.

The Pleasant Street Wealth Advisors team is on a mission to help more people have confidence, peace of mind, and clarity in their financial life. When our clients reach that level of confidence and peace of mind in their financial life, they can spend more time and energy on the people and passions that bring them joy. We call that “Experiencing Your Wealth’s Possibilities.”