A versatile and experienced member of Mosley Insurance and Financial Services, Travis is focused on advising clients and helping to build financial plans that give them confidence they can pursue retirement without having to worry about running out of money.
A people person, Travis joined the firm in 2015 and has served in a variety of roles, including investment assistant, director of client experience, marketing director and new business processor. He enjoys getting to know clients on a deeper level and helping them feel confident and comfortable.
Travis is a licensed insurance professional and has earned his designation as a Chartered Financial Consultant®. He earned an associate degree in liberal arts from Santa Ana College and a bachelor’s degree in business administration with an emphasis in business management from California State University, Los Angeles. He also played baseball throughout his college career.
Inspired to carry on the legacy of his parents, Tom and Suzan Mosley, Travis started working for the firm following his graduation from Cal State LA.
A resident of San Diego, Travis’ interests range from sports and history to animals, music and movie quotes. He enjoys going to the beach, hanging out with friends, working out and training in mixed martial arts, traveling and attending music festivals and karaoke events. But he is most passionate about his family and loved ones, including his three loving parents, four sisters, two nieces, a girlfriend who was his high school sweetheart and a special-needs Pitbull named Charlie.
CA License #: 0K47264
