Travis Roe-Raymond (CFA, CFP)

Travis Roe-Raymond focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Insurance Related Issues
  • LGBT Couples and Families
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Travis is a Private Client Advisor for Rockwood Wealth Management and believes in empowering people through financial education and in the importance of helping them navigate the ever-evolving complexities of investing and financial planning.

Additional Information

Travis grew up in Central New Jersey where he spent his early years playing sports and working at the local bicycle shop. After majoring in Religious Studies at Skidmore College, Travis embarked on a lifelong pursuit of educating others. The first step in this journey took him all the way to Zhuhai, China where he had the opportunity to teach English for a year at Sun Yat-sen University.

After returning stateside, Travis began his financial services career at BlackRock, where he managed portfolios for individuals and small institutions. He realized that he wanted to play a more central role in clients’ lives and in educating them about their finances. To this purpose, he transitioned to a financial planning role at TIAA-CREF helping professors, doctors, and administrators at Universities and Hospitals in the New Jersey area.

During his ten years in the profession, Travis has realized that empowering people through financial education, and helping them navigate the ever-evolving complexities of investing and financial planning, has proven to be a winning combination.

Travis currently lives in Lawrence Township, NJ with his wife, Carolina, and his son, Dylan. He spends his non-working hours hiking, watching movies, and finding good eats.

NAPFA Start Date

July 01, 2019


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777