Family has always been at the heart of Travis’s life, shaping both his values and his career. Having entered the working world alongside the company his parents founded, he is deeply proud to carry on their legacy and commitment to serving others. Since joining Mosley Wealth Management in 2015, Travis has dedicated himself to helping families across Southern California solve complex retirement issues and concerns.
Travis holds a Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services, along with life, accident and health insurance licenses. As an Investment Adviser Representative, Travis can provide personalized financial strategies tailored to each client’s unique goals and needs.
Travis earned a liberal arts degree from Santa Ana College and a bachelor’s degree in business management from Cal State University-Los Angeles. He enjoys helping clients put together a retirement plan aimed at supporting their bucket list goals while working to preserve their financial security.
Originally from Orange County, Travis now lives in San Diego with his soon-to-be wife, Rachel, and their rescued special needs pitbull, Charlie. His family has always been a staple of his life, and he enjoys spending time with them, including his father, mother and stepfather. Outside of the office, Travis enjoys training in MMA and boxing and going to concerts. He is also a big fan of karaoke and spent his college years playing baseball for the Cal State LA Golden Eagles. He has a lifelong goal of opening a dog rescue.
CA License #: 0K47264