Travis Schiele, CFP^®

CEPA^®

Financial Planner

Quantum Financial Planning

720 W Boone Ave STE 100
Spokane, WA 99201

(509) 328-6653 CONNECT WITH Travis

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Travis Schiele is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Quantum Financial Planning in Spokane, WA and the surrounding communities.

Financial Advisor Overview

The Quantum Process-PROVEN TO GIVE YOU PEACE OF MIND- A financial plan is not the same as financial planning. Financial Planning is a process, not an event. With our proven Quantum Process we follow the steps needed to get you organized, help you follow a plan and ultimately enable you to realize your dreams.

Financial Advisor Experience

Travis Schiele, CFP®, CEPA®, is a Financial Planner specializing in helping retirees and business owners gain clarity, confidence, and control over their financial futures. He works closely with individuals navigating complex financial decisions whether transitioning into retirement, growing and protecting business value, or planning for a successful exit. Travis applies a structured, comprehensive planning process designed to address the unique needs of retirees and business owners. His work often includes retirement income planning, business exit and succession strategies, tax-aware wealth management, and long-term cash flow modeling. Through this approach, he helps clients simplify complexity, make informed decisions, and align their financial resources with their long-term goals. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Exit Planning Advisor (CEPA®), Travis brings specialized expertise in integrating personal financial planning with business strategy. Travis graduated from George Fox University in 2023, where he graduated with a Bachelor of Arts in Financial Planning. Today, he is committed to building long-term relationships with clients, delivering thoughtful guidance, and providing objective advice tailored to each individual’s circumstances.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - CEPA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Real Estate, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes