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Travis Wesley, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Travis Wesley

CFP®, APMA, AIF®, CRPS, CRPC

Financial Advisor

Business Financial Advisor
Wealthbridge Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Employee Stock Options
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Charitable Giving
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • CRPS™ Chartered Retirement Plans Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, FINRA
  • Series 65, FINRA
  • Series 63, FINRA
  • Oregon Life & Health Insurance

Education

  • B.A. International Studies, George Fox University

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021

Previous experience

  • Paraplanner, Ameriprise Financial - Portland, OR, 2015-2019
  • Banker, Bank of America - Beaverton, OR, 2014-2015
  • Investment Counselor, Fisher Investments, 2014
  • Bank Manager, TD Canada Trust - British Columbia, 2012-2014
  • Financial Advisor, TD Canada Trust - British Columbia, 2010-2012

Community participation

I volunteer at the Oregon Food Bank, sorting food to help families in the local community. I became involved with OFB when I was a young high school student, and saw the value that it served to help pitch in with colleagues, friends or on my own. I also volunteer my time to provide pro bono financial planning in coordination with 3rd Decade to help young people across the United States.

Interests

  • Spending time with family
  • Playing team sports
  • Continually learning to challenge myself
  • Translating and speaking foreign languages