Travis Allen

Travis Allen Email and Phone Number

President @ Newport Beach, CA, US
Newport Beach, CA, US
Travis Allen's Location
Orange County, California, United States, United States
Travis Allen's Contact Details

Travis Allen personal email

n/a

Travis Allen phone numbers

About Travis Allen

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.

Travis Allen's Current Company Details
Travis Allen Personal CFO, Inc.

Travis Allen Personal Cfo, Inc.

President
Newport Beach, CA, US
Travis Allen Work Experience Details
  • Travis Allen Personal Cfo, Inc.
    President
    Travis Allen Personal Cfo, Inc.
    Newport Beach, Ca, Us
  • Wealth Strategies Group
    President
    Wealth Strategies Group Jun 2001 - Present
  • Securities America, Inc.
    Branch Manager
    Securities America, Inc. Jul 2007 - Dec 2023
    Advisory services offered through Securities America Advisors Inc., a SEC Registered Investment Advisory Firm, Travis Allen, Registered Investment Advisor Representative. Securities offered through Securities America Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org), Travis Allen, Registered Principal.Travis Allen is a General Securities Principal and Branch Manager. He is licensed for investments in over 20 states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, North Dakota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Utah, Virginia, Washington, Wisconsin, and West Virginia. He holds the Series 4, 7, 24, 63, 66, and 99 registrations with FINRA, and is also licensed for Life, Health, and Disability Insurance in California, Michigan, New Jersey, New York, Ohio, Oregon and Virginia (California Insurance License #0B79314).
  • California State Assembly
    State Assemblyman
    California State Assembly Dec 2012 - Dec 2018
    Us
    Vice Chair, Banking and Finance CommitteeVice Chair, Jobs, Economic Development, and the Economy CommitteeVice Chair, Public Employment and Retirement Committee
    View
  • Brookstreet Securities Corporation
    Branch Manager
    Brookstreet Securities Corporation Jun 2001 - Jul 2007
  • Ag Edwards & Sons Inc.
    Associate Vice President
    Ag Edwards & Sons Inc. Mar 1996 - Jun 2001

Travis Allen Skills

Investments Wealth Management Strategic Financial Planning Strategic Planning Management Securities 401k Public Speaking Financial Planning Government Investment Management Disability Insurance Investment Advisory Financial Services Leadership Health Insurance Policy Public Relations Fundraising Public Policy Mutual Funds Finra Insurance Politics Social Media Project Planning Marketing Strategy Portfolio Management Accounting Corporate Benefits Mortgage Lending Tax Series 24 Financial Analysis Series 63 Valuation Retirement Planning Series 7 Finance Political Campaigns Political Consulting

Travis Allen Education Details

  • California State University, Long Beach
    California State University, Long Beach
    Economics
  • California State University, Los Angeles
    California State University, Los Angeles

Frequently Asked Questions about Travis Allen

What company does Travis Allen work for?

Travis Allen works for Travis Allen Personal Cfo, Inc.

What is Travis Allen's role at the current company?

Travis Allen's current role is President.

What is Travis Allen's email address?

Travis Allen's email address is al****@****ein.com

What is Travis Allen's direct phone number?

Travis Allen's direct phone number is (714)-384*****

What schools did Travis Allen attend?

Travis Allen attended California State University, Long Beach, California State University, Los Angeles.

What skills is Travis Allen known for?

Travis Allen has skills like Investments, Wealth Management, Strategic Financial Planning, Strategic Planning, Management, Securities, 401k, Public Speaking, Financial Planning, Government, Investment Management, Disability Insurance.

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