Travis J. Wesley, CFP^®

CRPS, AIF

Investment Advisor Representative

Financial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224-7174

FINANCIAL ADVISOR'S WEBSITE

https://fi-team.com/travis-wesley-bio

(503) 906-5207 CONNECT WITH Travis

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Asset-based fee. Tiered billing structure for clients that work with us. Financial Planning is included in the fee, although it is offered as fee-only if a client has no managed assets due to constraints of a workplace retirement plan.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Financial Investment Team

CFP Board - Let's Make a Plan

General

Travis Wesley is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Financial Investment Team in Portland, OR and the surrounding communities.

Financial Advisor Overview

Areas of focus: Individual & Family Financial Planning Social Security Timing & Retirement Income Planning Business Sponsored Retirement Plans (401k/403b/457) -Benchmarking, Takeover, Education -Exit Strategy and Succession Planning Insurance and Protection Analysis Estate and Tax Planning Wealth Management Budgeting and Debt Management High Net Worth Clients Pre-Retirement and Transitioning into Retirement

Financial Advisor Experience

Travis began his career in the financial services industry immediately after graduating with a B.A. in International Studies from George Fox University in 2008. For 6 years he worked with clients in British Columbia, Canada and then relocated back to Oregon in 2014, where he lives with his wife and two children in Tualatin. He holds a Master of Science in Personal Financial Planning in addition to his CFP® to further the breadth of knowledge required to work with complex situation. Passionate about helping others achieve their goals, Travis builds client-advisor relationships on shared values and mutual respect. Travis educates clients through financial planning, advanced tax-advantaged strategies to accomplish client goals, and supports them with actionable steps. His specialization is working with business owners to start or improve their Employer-Sponsored retirement plans and explore solutions succession planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - APMA^®

Insurance Licenses

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

Broker-Dealer Disclaimer

Investment advisory services offered through Financial Investment Team, Inc., an investment advisor registered with the U.S. SEC. Securities offered through Peak Brokerage Services, LLC. Member FINRA/SIPC. Financial Investment Team, Inc. is a separate and independent entity from Peak Brokerage Services, LLC. California Insurance License OG28007

FINRA BrokerCheck

Financial Advisor's Specialties

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