Travis Allen Email & Phone Number

Travis AllenPersonal CFO President, Wealth Strategies GroupTravis Allen is a Personal CFO, Certified Financial Planner, and the President of the Wealth Strategies Group, a professional wealth management firm located in Newport Beach, California. The Wealth Strategies Group offers Personal CFO services for individuals and families with net worths in excess of $25 Million. Travis specializes in Complete Financial Planning, which includes innovative tax efficient strategies, asset protection, conservative wealth management, family succession planning and business advising. In addition to advising private clients and managing investment accounts for over 28 years, Travis ran for Governor of California in 2018, and was the California State Assemblyman for the 72nd Assembly District from 2012-2018, representing Huntington Beach and northern coastal Orange County. A lifelong Republican, Mr. Allen believes strongly in fiscal conservatism, the preservation of individual freedoms, and promoting pro-business policies to grow California's economy.A stalwart advocate of the United States relationship with Israel, Mr. Allen is proud to support many pro-Israel groups, including the American Israel Public Affairs Committee, American Friends of Likud, Friends of the Israeli Defense Forces, CAMERA, Republican Jewish Coalition, StandWithUs, and the Zionist Organization of America.Travis is an avid world traveler and Guinness World Record holder (largest surfboard ridden, and most riders on one board) has visited 50+ countries to date, and lived in Europe, Hawaii, and California. Website Address: www.JoinTravisAllen.comAdvisory services offered through Wealth Strategies Group. Please see our website for full disclosures.

Listed skills include Investments, Wealth Management, Strategic Financial Planning, Strategic Planning, and 37 others.