Zoe Tauriello

Zoe Tauriello is a CERTIFIED FINANCIAL PLANNER® and Financial Advisor at Broad Street Financial, a boutique wealth management firm dedicated to helping professional business owners and entrepreneurs navigate financial decisions and pursue their financial goals. With roots in North Jersey and now calling Philadelphia home with her fiancé, Zoe brings a warm, grounded perspective to every client relationship.

Zoe holds a degree in Finance from West Chester University and began her career interning at MassMutual Greater Philadelphia — now Vista Wealth Solutions — before joining Broad Street Financial directly out of college. In the years since, she has built a practice rooted in one core belief: an educated client is an empowered one. By making complex financial concepts clear and actionable, Zoe helps ensure her clients feel confident and informed at every stage of their journey.

Outside the office, Zoe can likely be found exploring a new restaurant with family or close friends, planning her next trip, or recharging at the beach — the same curiosity and warmth she brings to everything she does.