Travis Lewicki (CFP®, MBA)
Travis Lewicki focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
- Millennials
- Business Owners
- Corporate Executives
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
- Millennials
Additional Information
Travis partners with clients to create tailored financial plans and optimize investment choices that are in line with their financial goals. With a keen eye for both the big picture and the finer details, he offers a fresh perspective on wealth management, investments, insurance and estate planning. His expertise is supplemented with a Master’s Degree in Business Administration, with a specialization in Finance, and he holds the designation of CERTIFIED FINANCIAL PLANNER™. Travis calls South Florida home, where he enjoys traveling with his family, wildlife photography, and playing golf.NAPFA Start Date
April 01, 2024
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