Travis Labrie

Senior Retirement Plan Consultant @Financial Strategies Retirement Partners Fsrp

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2020 — Present

Senior Retirement Plan Consultant @Financial Strategies Retirement Partners Fsrp

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Bedford, NH, US

Financial Strategies Retirement Partners is a Registered Investment Advisory firm specializing in corporate retirement plans. We help our clients manage their retirement plan, fiduciary responsibilities as well as help improve the retirement outcomes of plan participants.

EDUCATION

N/A

Southern New Hampshire University

Master of Business Administration - MBA, Business Administration and Management, General

2007 — 2009

Florida Atlantic University

Bachelor of Arts, Public Communication of Rhetoric

ABOUT TRAVIS LABRIE

Travis is a financial advisor and a senior retirement plan consultant, helping both businesses and individuals achieve their retirement planning goals. Prior to joining FSRP, Travis spent nearly 10 years at Fidelity Investments. During his tenure he helped 401(k) participants with retirement planning, asset allocation and general 401(k) navigation. Most recently he was a Managing Director responsible for 401(k) plan sponsor support, growth and retention for retirement plans with $10 to $40 million in assets. Currently, Travis is responsible for 401(k) business development and servicing several existing relationships. Travis is an Accredited Investment Fiduciary® (AIF®) designee. He is a Registered Representative and Investment Adviser Representative with Commonwealth. He holds the FINRA Series 7, 66 and 63 securities registrations through Commonwealth Financial Network. Travis also holds an MBA from Southern New Hampshire University and resides in Nashua, New Hampshire, with his wife and two young children. Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. Financial Strategies Retirement Partners (FSRP) is a Registered Investment Adviser. Fixed Insurance products and Financial planning services offered by FSRP are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of MA, ME, NH, NY, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:

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