Travis Alexander, Mba, Crpc® Email & Phone Number

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.

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  Arizona State University

  Human Communication