President And Founder
Current
Jan 2022 - Present
AeroLeads people directory · profile
Travis Slade, Cpa Email & Phone Number
President @ Rooted Wealth | CPA
at
Rooted Wealth
2 work emails found
@twdadvisors.com
1 phone found area 925
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President @ Rooted Wealth | CPA
Location
San Clemente, California, United States
Who is Travis Slade, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Travis Slade, Cpa is listed as President @ Rooted Wealth | CPA at Rooted Wealth, based in San Clemente, California, United States. AeroLeads shows a work email signal at twdadvisors.com, phone signal with area code 925, and a matched LinkedIn profile for Travis Slade, Cpa.
Travis Slade, Cpa previously worked as President and Founder at Rooted Wealth and Director of Accounting at Figure Llc. Travis Slade, Cpa holds Bs, Accounting from Brigham Young University.
Company email context
Email format at Rooted Wealth
This section adds company-level context without repeating Travis Slade, Cpa's masked contact details.
{first}@twdadvisors.com
89% confidence
AeroLeads found 2 current-domain work email signals for Travis Slade, Cpa. Compare company email patterns before reaching out.
Profile bio
About Travis Slade, Cpa
I'm a CPA. I love helping dental practice owners dig into their numbers. I've also spent a lot of time working on the Employee Retention Credit (ERC).
Listed skills include Financial Analysis, Financial Modeling, Accounting, Financial Reporting, and 13 others.
Current workplace
Travis Slade, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Travis Slade, Cpa work experience
A career timeline built from the work history available for this profile.
Director Of Accounting
Current
Jan 2022 - Present
Principal
Thomas Doll serves over 1,000 dental and medical professionals across the country. From dental school to retirement we help doctors navigate the financial challenges of their career. We specialize in bookkeeping, tax strategy, financial coaching, payroll, 401k admin, & retirement planning. - Through detailed financial analysis, I advise dentists on.
Feb 2015 - Jan 2022
Practice Manager
As the practice manager at Peak Dentistry, I ran the day to day operations of a large dental practice. At Peak, I was responsible for:- Analyzing the business financials and identifying 15% in overhead reduction- Streamlining the accounting process and improving overall efficiency- Managing the practice and debt and capital expenditures
Aug 2013 - Feb 2015
Associate, Valuation Services
At Andersen Tax, I was responsible for performing detailed analyses of companies and industries for my clients. My duties included:- Performing valuations of business interests in public and private companies- Creating in-depth analyses on various companies, industries, and markets
Aug 2012 - Aug 2013
Summer Associate
I analyzed internal processes of our institutional fund investment team and identified process improvements to improve efficiency by 20%. Worked with upper management to understand the impacts, risks, and opportunities of process improvements.
May 2011 - Aug 2011
1 education record
Travis Slade, Cpa education
-
Brigham Young University
FAQ
Frequently asked questions about Travis Slade, Cpa
Quick answers generated from the profile data available on this page.
What company does Travis Slade, Cpa work for?
Travis Slade, Cpa works for Rooted Wealth.
What is Travis Slade, Cpa's role at Rooted Wealth?
Travis Slade, Cpa is listed as President @ Rooted Wealth | CPA at Rooted Wealth.
What is Travis Slade, Cpa's email address?
AeroLeads has found 2 work email signals at @twdadvisors.com for Travis Slade, Cpa at Rooted Wealth.
What is Travis Slade, Cpa's phone number?
AeroLeads has found 1 phone signal(s) with area code 925 for Travis Slade, Cpa at Rooted Wealth.
Where is Travis Slade, Cpa based?
Travis Slade, Cpa is based in San Clemente, California, United States while working with Rooted Wealth.
What companies has Travis Slade, Cpa worked for?
Travis Slade, Cpa has worked for Rooted Wealth, Figure Llc, Thomas Doll, Peak Dentistry - Slo, and Andersen Tax.
How can I contact Travis Slade, Cpa?
You can use AeroLeads to view verified contact signals for Travis Slade, Cpa at Rooted Wealth, including work email, phone, and LinkedIn data when available.
What schools did Travis Slade, Cpa attend?
Travis Slade, Cpa holds Bs, Accounting from Brigham Young University.
What skills is Travis Slade, Cpa known for?
Travis Slade, Cpa is listed with skills including Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Financial Accounting, Business Valuation, Corporate Finance, and Due Diligence.
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