Oct 2024 - Present
AeroLeads people directory · profile
Travis Poodiack, Cfp® Email & Phone Number
Co-Founder
at
Birch Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Who is Travis Poodiack, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Travis Poodiack, Cfp® is listed as Co-Founder at Birch Financial Group, based in Keene, New Hampshire, United States. AeroLeads shows a matched LinkedIn profile for Travis Poodiack, Cfp®.
Travis Poodiack, Cfp® previously worked as Vice President - Wealth Manager at Steward Partners Global Advisory and Financial Advisor at Poodiack Wealth Management Group Of Wells Fargo Advisors, Llc. Travis Poodiack, Cfp® holds Bachelor Of Science (Bs) In Business Administration, Finance from Unh Peter T. Paul College Of Business And Economics.
Company email context
Email format at Birch Financial Group
This section adds company-level context without repeating Travis Poodiack, Cfp®'s masked contact details.
Birch Financial Group
Review company-level records connected to Travis Poodiack, Cfp® before choosing the right outreach path.
Profile bio
About Travis Poodiack, Cfp®
Travis Poodiack, Cfp® is a Co-Founder at Birch Financial Group.
Current workplace
Travis Poodiack, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Travis Poodiack, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President - Wealth Manager
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business.
Nov 2016 - Oct 2024
Financial Advisor
Sep 2015 - Nov 2016
1 education record
Travis Poodiack, Cfp® education
-
Unh Peter T. Paul College Of Business And Economics
FAQ
Frequently asked questions about Travis Poodiack, Cfp®
Quick answers generated from the profile data available on this page.
What company does Travis Poodiack, Cfp® work for?
Travis Poodiack, Cfp® works for Birch Financial Group.
What is Travis Poodiack, Cfp®'s role at Birch Financial Group?
Travis Poodiack, Cfp® is listed as Co-Founder at Birch Financial Group.
Where is Travis Poodiack, Cfp® based?
Travis Poodiack, Cfp® is based in Keene, New Hampshire, United States while working with Birch Financial Group.
What companies has Travis Poodiack, Cfp® worked for?
Travis Poodiack, Cfp® has worked for Birch Financial Group, Steward Partners Global Advisory, and Poodiack Wealth Management Group Of Wells Fargo Advisors, Llc.
How can I contact Travis Poodiack, Cfp®?
You can use AeroLeads to view verified contact signals for Travis Poodiack, Cfp® at Birch Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Travis Poodiack, Cfp® attend?
Travis Poodiack, Cfp® holds Bachelor Of Science (Bs) In Business Administration, Finance from Unh Peter T. Paul College Of Business And Economics.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial