Travis J. Wesley,  CFP<sup>&reg;</sup> - Financial Advisor

Travis J. Wesley, CFP®

CRPC, APMA, AI

Financial Advisor

Wealthbridge Advisors

5000 Meadows Rd, Ste 450
Lake Oswego, OR 97035-2254
FINANCIAL ADVISOR'S WEBSITE
(503) 595-2110

General

Travis Wesley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthbridge Advisors in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor (APMA®)

Insurance Licenses

  • Life insurance: National
  • Health/disability insurance
  • Fixed annuities: National
  • Variable annuities: National

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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