Travis Wurz
Financial Planner + Motorcycle Racer | Helping business owners & professionals accelerate wealth, reduce taxes & stay upright in any market 🏁 Racing Discipline. Financial Strategy.
- Role
- Financial Planner at Wurz Financial Services
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Travis Wurz
I’m the Managing Partner and Financial Planner at Wurz Financial Services, where we take…
Experience
Financial Planner
Jan 2015 — Present
Education
The University of Toledo
Bachelor of Business Administration (BBA)
University of Georgia - Terry College of Business
CFP Training
Kaplan University
Series 7, Series 66
Skills
- Financial Planning
- Microsoft Word
- Life Insurance
- Finance
- Marketing
- Networking
- Leadership
- Public Speaking
- Teamwork
- Social Media
- Linkedin Training
- Investments
- Financial Advisory
- Insurance
- Communication
- Financial Services
- Team Building
- Microsoft Office
- Sales
- Customer Service
- Retirement Planning
- Time Management
- Microsoft Powerpoint
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