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Travis Bovee, Financial Advisor

FINANCIAL ADVISOR
Travis Bovee

CEPA®, RICP®
180 E Main St, Suite 104, Tustin, CA 92780opens in a new window
CallSend Me a Message

Focus Areas

  • College Savings
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Retirement Income Strategies

About Travis

Serving others has always been a strong value in my family. My grandfather instilled this lesson in me at a young age, and it has led me to the financial services industry today, where I help people build and preserve their wealth.

I believe in a tailored approach that begins by understanding what is important to you. We will then strategize, set goals and partner together throughout your life to help ensure you stay on track.

Whether your objective is to generate income in retirement, reduce your tax liability or plan for your child or grandchild's education, I would be happy to...

Work History

  • Edward JonesAugust 2021 to Current
  • Ecolab IncOctober 2010 to February 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

Education

  • Western Illinois UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Aviation
  • Sailing
  • Surfing

Team Members

  • Stephanie Salazar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(714) 573-3999

Fax

(888) 219-4361

Office Address

180 E Main St
Suite 104
Tustin, CA 92780opens in a new window

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