
Travis Allen
Travis Allen Personal CFO President, Wealth Strategies Group Travis Allen is a Personal CFO, Certified Financial Planner, and the President... | Orange County, California, United States
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Travis Allen’s Emails ta****@we****.com
Travis Allen’s Phone Numbers No phone number available.
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Travis Allen’s Location Orange County, California, United States
Travis Allen’s Expertise Travis Allen Personal CFO President, Wealth Strategies Group Travis Allen is a Personal CFO, Certified Financial Planner, and the President of the Wealth Strategies Group, a professional wealth management firm located in Newport Beach, California. The Wealth Strategies Group offers Personal CFO services for individuals and families with net worths in excess of 25 Million. Travis specializes in Complete Financial Planning, which includes innovative tax efficient strategies, asset protection, conservative wealth management, family succession planning and business advising. In addition to advising private clients and managing investment accounts for over 28 years, Travis ran for Governor of California in 2018, and was the California State Assemblyman for the 72nd Assembly District from 2012-2018, representing Huntington Beach and northern coastal Orange County. A lifelong Republican, Mr. Allen believes strongly in fiscal conservatism, the preservation of individual freedoms, and promoting pro-business policies to grow California's economy. A stalwart advocate of the United States relationship with Israel, Mr. Allen is proud to support many pro-Israel groups, including the American Israel Public Affairs Committee, American Friends of Likud, Friends of the Israeli Defense Forces, CAMERA, Republican Jewish Coalition, StandWithUs, and the Zionist Organization of America. Travis is an avid world traveler and Guinness World Record holder (largest surfboard ridden, and most riders on one board) has visited 50+ countries to date, and lived in Europe, Hawaii, and California. Website Address: www.JoinTravisAllen.com Advisory services offered through Wealth Strategies Group. Please see our website for full disclosures.
Travis Allen’s Current Industry California State Assembly
Travis
Allen’s Prior Industry
Ag Edwards And Sons
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Wealth Strategies
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Brookstreet Securities
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Securities America
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California State Assembly
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Work Experience

California State Assembly
State Assemblyman
Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Securities America
Branch Manager
Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Wealth Strategies
President
Fri Jun 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Brookstreet Securities
Branch Manager
Fri Jun 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Ag Edwards And Sons
Associate Vice President
Fri Mar 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)