Founder And Managing Partner
Current
Oct 2020 - Present
AeroLeads people directory · profile
Travis Grieb, Cfp®, Cima® Email & Phone Number
Founder and Managing Partner at Centeras Private Wealth
at
Centeras Private Wealth
1 work email found
@ampf.com
2 phones found area 603
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Partner at Centeras Private Wealth
Location
Portsmouth, New Hampshire, United States
Who is Travis Grieb, Cfp®, Cima®? Overview
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Quick answer
Travis Grieb, Cfp®, Cima® is listed as Founder and Managing Partner at Centeras Private Wealth at Centeras Private Wealth, based in Portsmouth, New Hampshire, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 603, and a matched LinkedIn profile for Travis Grieb, Cfp®, Cima®.
Travis Grieb, Cfp®, Cima® previously worked as Founder and Managing Partner at Centeras Private Wealth and Private Wealth Advisor, Managing Director - The Grieb & Chace Group at Ameriprise Financial Services, Llc.. Travis Grieb, Cfp®, Cima® holds Certified Financial Planner from The American College Of Financial Services.
Company email context
Email format at Centeras Private Wealth
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*@ampf.com
68% confidence
AeroLeads found 1 current-domain work email signal for Travis Grieb, Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About Travis Grieb, Cfp®, Cima®
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reachSpecialties: Retirement Planning Strategies, Small Business, Charitable Givingtgrieb@centeraspw.com603.610.2000
Listed skills include Customer Service and Strategic Planning.
Current workplace
Travis Grieb, Cfp®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Travis Grieb, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor, Managing Director - The Grieb & Chace Group
Jun 2006 - Oct 2020
2 education records
Travis Grieb, Cfp®, Cima® education
Certified Financial Planner
FAQ
Frequently asked questions about Travis Grieb, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Travis Grieb, Cfp®, Cima® work for?
Travis Grieb, Cfp®, Cima® works for Centeras Private Wealth.
What is Travis Grieb, Cfp®, Cima®'s role at Centeras Private Wealth?
Travis Grieb, Cfp®, Cima® is listed as Founder and Managing Partner at Centeras Private Wealth at Centeras Private Wealth.
What is Travis Grieb, Cfp®, Cima®'s email address?
AeroLeads has found 1 work email signal at @ampf.com for Travis Grieb, Cfp®, Cima® at Centeras Private Wealth.
What is Travis Grieb, Cfp®, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 603 for Travis Grieb, Cfp®, Cima® at Centeras Private Wealth.
Where is Travis Grieb, Cfp®, Cima® based?
Travis Grieb, Cfp®, Cima® is based in Portsmouth, New Hampshire, United States while working with Centeras Private Wealth.
What companies has Travis Grieb, Cfp®, Cima® worked for?
Travis Grieb, Cfp®, Cima® has worked for Centeras Private Wealth and Ameriprise Financial Services, Llc..
How can I contact Travis Grieb, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Travis Grieb, Cfp®, Cima® at Centeras Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Travis Grieb, Cfp®, Cima® attend?
Travis Grieb, Cfp®, Cima® holds Certified Financial Planner from The American College Of Financial Services.
What skills is Travis Grieb, Cfp®, Cima® known for?
Travis Grieb, Cfp®, Cima® is listed with skills including Customer Service and Strategic Planning.
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