Please complete the CAPTCHA to continue
@cruxwealthadvisors.com
✓
1 phone found area 562
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Travis Alexander, Mba, Crpc® is listed as Forbes Top Best-in-State Wealth Advisors 2023 | Forbes Top Next-Gen Wealth Advisors Best-in-State 2022 | America's Next-Gen Advisors 2022 at CRUX Wealth Advisors, based in Long Beach, California, United States. AeroLeads shows a work email signal at cruxwealthadvisors.com, phone signal with area code 562, and a matched LinkedIn profile for Travis Alexander, Mba, Crpc®.
Travis Alexander, Mba, Crpc® previously worked as Chief Executive Officer | Financial Advisor at Crux Wealth Advisors and Associate Vice President | Financial Advisor at Travis Alexander & Associates A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Travis Alexander, Mba, Crpc® holds Bachelors Of Science, Human Communication from Arizona State University.
This section adds company-level context without repeating Travis Alexander, Mba, Crpc®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Travis Alexander, Mba, Crpc®. Compare company email patterns before reaching out.
There was never a question in Travis’ mind if he would open his own wealth management practice, but when. He spent many years working in large financial corporations, as a financial advisor, to gain the proper training and experience before making the decision to form his own practice in 2007.Throughout his career, he has launched and maintained several successful small businesses. Although building a business from the ground up is both challenging and rewarding, his drive, in both his professional and personal life, comes from his desire to support his family.Travis’ strong entrepreneurial spirit played a major role in forming Crux Wealth Advisors. He shaped the model to align with the passions and values in his own life, and he wants his clients to be afforded the same opportunities because of his unwavering commitment to family, health, leadership, community and helping others establish wealth.The holistic approach that he developed for Crux Wealth Advisors guides clients to make the best possible financial decisions for the rest of their lives. Leading this process energizes him since the success of his clients allows his practice to improve and grow. One of Travis’ mentors explained to him that finance is the language of business. Thus, to be successful in business, you must understand finance. Travis frequently reminds himself of this philosophy and also applies it to his clients to ensure they are comfortable and educated throughout their time working with Crux Wealth Advisors.In 2022, Travis listed at number 5 on Forbes’ list of America’s Top Next-Gen Wealth Advisors Best-In-State† for California. The Next-Gen Wealth Advisors list spotlights 1,000 top-performing advisors under 40 across the U.S.Travis earned his MBA from Gonzaga University and a bachelor’s degree from the Hugh Downs School of Human Communication from Arizona State University.
Listed skills include Retirement Planning, Financial Planning, Finance, Mutual Funds, and 20 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Long Beach, California, US
3444 East Anaheim Street, Long Beach, CA 90804Office: 562.735.3875 | Fax: 562.489.9377 | travis.alexander@cruxwealth.com Learn more at http://www.cruxwealth.comCA Insurance License #0G19019Advisory services offered through Crux Wealth Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, member.
Minneapolis, MN, US
Minneapolis, MN, US
Quick answers generated from the profile data available on this page.
Travis Alexander, Mba, Crpc® works for CRUX Wealth Advisors.
Travis Alexander, Mba, Crpc® is listed as Forbes Top Best-in-State Wealth Advisors 2023 | Forbes Top Next-Gen Wealth Advisors Best-in-State 2022 | America's Next-Gen Advisors 2022 at CRUX Wealth Advisors.
AeroLeads has found 1 work email signal at @cruxwealthadvisors.com for Travis Alexander, Mba, Crpc® at CRUX Wealth Advisors.
AeroLeads has found 1 phone signal(s) with area code 562 for Travis Alexander, Mba, Crpc® at CRUX Wealth Advisors.
Travis Alexander, Mba, Crpc® is based in Long Beach, California, United States while working with CRUX Wealth Advisors.
Travis Alexander, Mba, Crpc® has worked for Crux Wealth Advisors and Travis Alexander & Associates A Financial Advisory Practice Of Ameriprise Financial Services, Inc.
You can use AeroLeads to view verified contact signals for Travis Alexander, Mba, Crpc® at CRUX Wealth Advisors, including work email, phone, and LinkedIn data when available.
Travis Alexander, Mba, Crpc® holds Bachelors Of Science, Human Communication from Arizona State University.
Travis Alexander, Mba, Crpc® is listed with skills including Retirement Planning, Financial Planning, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, and Estate Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts