Travis Wesley

At Summit Wealth Group, we are a dedicated group of financial professionals committed to helping individuals, families, and businesses achieve their financial goals. Our team holds advanced designations, including Certified Financial Planner® (CFP®), Master Planner Advanced Studies (MPAS®), Chartered Retirement Plans Specialist™ (CRPS™), Accredited Portfolio Management Advisor™(APMA™), Certified Public Accountant (CPA), Certified Wealth Strategist® (CWS®), Certified College Planning Specialist™ (CCPS™), Chartered Retirement Planning Counselor™ (CRPC™), and Enrolled Agent (EA). These credentials reflect our depth of expertise and commitment to excellence.

We specialize in workplace 401(k) plans, retirement strategies, investment management, protection needs with insurance and estate plans, and tax-efficient planning. Our expertise extends across industries like manufacturing, medical, transportation, and technology. We also work closely with individuals navigating life transitions, such as widows, divorces, and those experiencing windfalls from legal settlements or the loss of a loved one.

With a deep history of client-focused service, our team provides clarity, guidance, and tailored solutions to support your financial journey.

Travis began his career in the financial services industry immediately after graduating with a B.A. in International Studies from George Fox University in 2008. For 6 years he worked with clients in British Columbia, Canada and then relocated back to Oregon in 2014, where he lives with his wife and two children in Tualatin. Passionate about helping others achieve their goals, Travis builds client-advisor relationships on shared values and mutual respect.

Travis educates clients through financial planning, advanced tax-advantaged strategies to accomplish client goals, and supports them with actionable steps. His specialization is working with business owners to start or improve their Employer-Sponsored retirement plans and explore solutions succession planning.

When he isn’t in work-mode, you’ll find Travis out and about with family at local parks and trails, if he isn’t at Home Depot for a random project or running from one of his kid's sports events to another.

Areas of focus:

• Individual & Family Financial Planning

• Business Sponsored Retirement Plans (401(k), 403(b), SEP/SIMPLE, Cash Balance)

• Benchmarking, Takeover, Education

• Exit Strategy and Succession Planning

• Insurance Gap Analysis

• Estate and Tax Planning

• Wealth Management

• Budgeting and Debt Management

EDUCATION

• B.A. International Studies, George Fox University |Minor in Romance Languages

• Masters of Science in Financial Planning @ the College for Financial Planning

DESIGNATIONS

• CFP™, CERTIFIED FINANCIAL PLANNER™ practitioner

• AIF™, Accredited Investment Fiduciary™

• CRPS™, Chartered Retirement Plans Specialist™

• CRPC™, Chartered Retirement Plan Counselor™

• APMA™, Accredited Portfolio Management Advisor™

• CBC, Cash Balance Coach

FINRA Securities Licenses

• Series 7

• Series 65

• Series 63

INSURANCE LICENSE

• Life & Health (National)

Certified Professional Profile | CFP - Let's Make a Plan (letsmakeaplan.org) (www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0b83cacd-82ea-4ad8-943b-434e0b76b29a)