Travis Bovee, Financial Advisor located in Tustin, CA

Financial Advisor
Travis Bovee

CFP®, CEPA®, RICP®
180 E Main St, Suite 104, Tustin, CA 92780opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

Personal Interests

  • Active Lifestyle
  • Aviation
  • Sailing
  • Surfing

Team Members

  • Stephanie Salazar
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(714) 573-3999

Fax

(888) 219-4361

Office Address

180 E Main St
Suite 104
Tustin, CA 92780opens in a new window

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