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Travis Poulos, CFP®

Travis Poulos, CFP®

Followers of Travis Poulos, CFP®1000 followers
location of Travis Poulos, CFP®Portland, Oregon, United States

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  • Timeline

  • About me

    Regional Vice President - Mercer Advisors | Financial Planning - Estate Planning - Tax Strategies - Investment Management for Families, Businesses, and Institutions.

  • Education

    • Millikin University

      2003 -
      Bachelor of Science - BS Business Administration, Management and Operations

  • Experience

    • Charles Schwab

      Jan 2011 - Jun 2021

      • VP - Branch Manager

        Nov 2016 - Jun 2021

      • VP- Financial Consultant

        Jan 2011 - Nov 2016

    • Vanguard

      Jun 2021 - Oct 2023
      Senior Financial Advisor

    • Mercer Advisors

      Sept 2023 - now
      Regional Vice President

      Regional Vice President of Business Development with Mercer Advisors. Working with prospective clients and our local Wealth Advisor teams.

  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Feb 2007

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Apr 2016

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Dec 2008