Travis T.
Financial Planner Empowering Tech Pros and Entrepreneurs to Financial Freedom
- Role
- Partner Lead Financial Planner at Fortitude Financial Planning, Llc
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Partner Lead Financial Planner
Fortitude Financial Planning, Llc
Sep 2020 — Present
Education
College for Financial Planning
Certified Financial Planner (CFP)
2015 — 2018
Guilford College
Bachelor's of Science
2009 — 2013
Skills
- Whole Life
- Microsoft Word
- Personal Budgeting
- Team Leadership
- Microsoft Office
- Leadership
- Management
- Customer Service
- Property & Casualty Insurance
- Public Speaking
- Retirement Planning
- Research
- Term Life Insurance
- Personal Finance
- Finance
- Event Planning
- Retirement
- Social Networking
- Long Term Care Insurance
- Powerpoint
- Microsoft Excel
- Fixed Annuities
- Financial Services
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