Travis W. Soppe,  CFP<sup>&reg;</sup> - Financial Advisor

Travis W. Soppe, CFP®

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

General

Travis Soppe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cumbie Advisory Services, Inc. in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Insurance, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources