Travis Paull
Financial Advisor for Business Owners & Certified SmartVestor Pro: Guiding Clients Towards Financial Peace Through Ramsey\'s Baby Steps | CEO, Accounting & Tax firm | Military & Veteran Advocate
- Role
- Wealth Advisor - Investment Advisor Representative at Cetera Financial Group
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
About Travis Paull
My fascination with investing sparked in my preteen\'s when I first witnessed the growth…
Experience
Wealth Advisor - Investment Advisor Representative
Nov 2022 — Present · Richmond, VA, US
Cetera Investors financial professionals help you pursue your most important goals, including college savings plans, retirement planning, Social Security planning, life insurance and investments. If you are looking for financial independence, our financial planners are available for meetings in person and online.Contact Information:8••••••••@CeteraInvestors.com
Education
William & Mary
Bachelor's degree
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®)
Skills
- Mortgage Lending
- Retirement Savings
- Public Speaking
- Guest Speaker
- Retirement Planning
- Leadership
- Personal Budgeting
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