Travis Clifton, Financial Advisor located in Richland, WA

Financial Advisor
Travis J Clifton

CFP®, CEPA®
1813 George Washington Way, Suite 416, Richland, WA 99354opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Fishing
  • Music
  • Snorkeling
  • Vintage Cars
  • Community Outreach

Team Members

  • Chrystie Bilow
    Sr. Branch Office Administrator
  • Cristal Granley
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 946-7625

Fax

(855) 393-8844

Office Address

1813 George Washington Way
Suite 416
Richland, WA 99354opens in a new window

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