Travis Poulos

Travis is passionate about helping clients achieve financial success through comprehensive financial planning and clear, relevant, actionable advice. He began his financial services career in 2007 and spent 11 years at Charles Schwab & Co. as a Financial Consultant and then Branch Manager, all in the Pacific Northwest. He continues to work directly with clients because he enjoys helping individuals, families, and business owners navigate the complexities of the financial world. Travis believes in a truly client-centric approach, working with a unified team to help clients achieve their financial goals. He’s a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Travis and his wife love to travel, explore new restaurants, and spend time outdoors hiking or playing golf. He’s also dedicated to his volunteer work with the American Cancer Society and Habitat for Humanity.